ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,762,876 | -8.8% | 84,228 | -6.0% | 0.29% | -5.2% |
| Q2 2023 | $6,316,617 | +12.1% | 89,623 | +1.7% | 0.30% | -11.6% |
| Q1 2023 | $5,633,023 | +13.8% | 88,168 | +4.2% | 0.34% | -1.7% |
| Q4 2022 | $4,949,469 | +22.2% | 84,606 | +20.9% | 0.35% | +5.1% |
| Q3 2022 | $4,050,000 | -4.7% | 70,006 | -0.6% | 0.33% | -5.6% |
| Q2 2022 | $4,251,000 | -20.8% | 70,441 | +0.2% | 0.35% | -7.3% |
| Q1 2022 | $5,370,000 | -26.9% | 70,308 | -20.0% | 0.38% | -30.4% |
| Q4 2021 | $7,349,000 | +102.2% | 87,833 | +78.6% | 0.55% | +10.2% |
| Q3 2021 | $3,635,000 | +6.0% | 49,175 | +4.3% | 0.50% | -18.8% |
| Q2 2021 | $3,430,000 | +10.2% | 47,163 | -1.3% | 0.61% | +1.8% |
| Q1 2021 | $3,112,000 | +4283.1% | 47,802 | +13877.2% | 0.60% | +1443.6% |
| Q2 2020 | $71,000 | +10.9% | 342 | -4.5% | 0.04% | -46.6% |
| Q2 2019 | $64,000 | – | 358 | – | 0.07% | – |
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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% |