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 | $13,205,461 | -3.2% | 193,003 | -0.3% | 5.38% | +2.6% |
| Q2 2023 | $13,648,637 | +10.2% | 193,650 | -0.1% | 5.24% | +5.0% |
| Q1 2023 | $12,381,466 | +9.5% | 193,793 | +0.3% | 4.99% | +4.3% |
| Q4 2022 | $11,303,073 | -0.7% | 193,213 | -1.8% | 4.79% | -7.9% |
| Q3 2022 | $11,381,000 | -3.2% | 196,675 | +1.0% | 5.19% | +2.4% |
| Q2 2022 | $11,755,000 | -18.4% | 194,783 | +3.7% | 5.07% | -7.0% |
| Q1 2022 | $14,399,000 | -5.7% | 187,767 | +2.9% | 5.45% | -1.5% |
| Q4 2021 | $15,272,000 | +13.3% | 182,537 | +0.0% | 5.53% | +12.5% |
| Q3 2021 | $13,484,000 | +5.3% | 182,449 | +3.6% | 4.92% | -1.0% |
| Q2 2021 | $12,806,000 | +13.3% | 176,087 | +1.4% | 4.97% | +6.1% |
| Q1 2021 | $11,305,000 | +3.2% | 173,636 | +1.2% | 4.69% | -6.9% |
| Q4 2020 | $10,952,000 | +12.3% | 171,618 | +306.5% | 5.03% | -6.4% |
| Q3 2020 | $9,755,000 | -0.4% | 42,215 | -10.6% | 5.38% | -1.2% |
| Q2 2020 | $9,799,000 | +24.7% | 47,229 | -0.8% | 5.45% | +6.6% |
| Q1 2020 | $7,856,000 | -23.5% | 47,599 | -10.2% | 5.11% | +2.0% |
| Q4 2019 | $10,263,000 | +10.2% | 53,008 | +2.4% | 5.01% | -1.8% |
| Q3 2019 | $9,317,000 | +1.4% | 51,754 | +0.9% | 5.10% | -1.9% |
| Q2 2019 | $9,191,000 | +5.0% | 51,278 | +1.0% | 5.20% | +0.7% |
| Q1 2019 | $8,750,000 | +10.6% | 50,766 | -3.3% | 5.16% | +0.5% |
| Q4 2018 | $7,910,000 | – | 52,501 | – | 5.14% | – |
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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% |