ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,105,316 | +4.0% | 542,324 | +7.2% | 0.46% | -20.6% |
| Q2 2023 | $35,662,050 | +197.8% | 505,995 | +170.0% | 0.58% | +185.3% |
| Q1 2023 | $11,974,846 | +2.4% | 187,431 | -6.3% | 0.20% | -10.1% |
| Q4 2022 | $11,697,640 | +25.6% | 199,960 | +24.3% | 0.23% | +9.1% |
| Q3 2022 | $9,313,000 | -6.6% | 160,838 | -2.6% | 0.21% | -1.4% |
| Q2 2022 | $9,976,000 | -42.3% | 165,137 | -27.0% | 0.21% | -11.0% |
| Q1 2022 | $17,280,000 | +38.7% | 226,232 | +51.9% | 0.24% | -27.1% |
| Q4 2021 | $12,459,000 | +6.4% | 148,902 | -6.0% | 0.32% | +12.5% |
| Q3 2021 | $11,711,000 | -11.0% | 158,453 | -12.4% | 0.29% | -38.0% |
| Q2 2021 | $13,160,000 | +32.7% | 180,943 | +18.8% | 0.47% | -23.5% |
| Q1 2021 | $9,915,000 | +9.9% | 152,322 | +7.8% | 0.61% | -1.3% |
| Q4 2020 | $9,021,000 | -19.6% | 141,302 | +191.0% | 0.62% | -43.1% |
| Q3 2020 | $11,227,000 | +11.9% | 48,557 | +0.4% | 1.08% | +8.1% |
| Q2 2020 | $10,031,000 | +145.0% | 48,365 | +94.9% | 1.00% | +54.0% |
| Q1 2020 | $4,094,000 | +8.2% | 24,813 | +27.1% | 0.65% | -44.4% |
| Q4 2019 | $3,782,000 | +2.2% | 19,523 | -5.0% | 1.17% | -26.7% |
| Q3 2019 | $3,699,000 | -1.5% | 20,552 | -1.9% | 1.60% | +16.6% |
| Q2 2019 | $3,757,000 | +57.8% | 20,960 | +51.8% | 1.37% | +53.5% |
| Q1 2019 | $2,381,000 | +403.4% | 13,810 | +339.5% | 0.89% | +211.1% |
| Q4 2018 | $473,000 | – | 3,142 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |