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 2022 | $249,000 | -9.1% | 4,302 | -5.2% | 0.02% | -16.7% |
| Q2 2022 | $274,000 | -27.3% | 4,537 | -8.1% | 0.02% | -7.7% |
| Q1 2022 | $377,000 | +9.9% | 4,937 | +20.3% | 0.03% | +8.3% |
| Q4 2021 | $343,000 | +13.2% | 4,104 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $303,000 | -84.9% | 4,104 | -86.9% | 0.02% | -85.8% |
| Q4 2020 | $2,004,000 | +10.5% | 31,400 | +300.0% | 0.17% | -6.6% |
| Q3 2020 | $1,814,000 | +11.4% | 7,850 | 0.0% | 0.18% | +6.5% |
| Q2 2020 | $1,629,000 | +25.7% | 7,850 | 0.0% | 0.17% | +9.7% |
| Q1 2020 | $1,296,000 | – | 7,850 | – | 0.16% | – |
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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% |