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 | $7,841,476 | -5.2% | 114,608 | -2.4% | 0.16% | -4.2% |
| Q2 2023 | $8,273,785 | +11.3% | 117,392 | +0.9% | 0.17% | -2.9% |
| Q1 2023 | $7,434,773 | +14.0% | 116,368 | +4.4% | 0.17% | -6.0% |
| Q4 2022 | $6,521,868 | +6.9% | 111,485 | +5.7% | 0.18% | +8.9% |
| Q3 2022 | $6,103,000 | -3.9% | 105,493 | +0.2% | 0.17% | -12.5% |
| Q2 2022 | $6,353,000 | -18.5% | 105,262 | +3.1% | 0.19% | +3.2% |
| Q1 2022 | $7,799,000 | +635.8% | 102,106 | +706.1% | 0.19% | +644.0% |
| Q4 2021 | $1,060,000 | +13.2% | 12,667 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $936,000 | +1.6% | 12,667 | +0.0% | 0.02% | -7.4% |
| Q2 2021 | $921,000 | +93.9% | 12,666 | +73.7% | 0.03% | +35.0% |
| Q1 2021 | $475,000 | +61.6% | 7,290 | +472.7% | 0.02% | +25.0% |
| Q3 2020 | $294,000 | +6.9% | 1,273 | -3.8% | 0.02% | -11.1% |
| Q2 2020 | $275,000 | +24.4% | 1,323 | -1.1% | 0.02% | 0.0% |
| Q1 2020 | $221,000 | -51.0% | 1,338 | -42.5% | 0.02% | -55.0% |
| Q4 2019 | $451,000 | – | 2,327 | – | 0.04% | – |
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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% |