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 | $397,657 | -6.2% | 5,812 | -3.3% | 0.18% | -3.7% |
| Q2 2023 | $423,726 | +3.4% | 6,012 | -6.2% | 0.19% | -0.5% |
| Q1 2023 | $409,663 | +9.2% | 6,412 | 0.0% | 0.19% | -1.6% |
| Q4 2022 | $375,102 | -57.4% | 6,412 | -57.8% | 0.19% | -62.2% |
| Q3 2022 | $880,000 | +77.4% | 15,209 | +84.9% | 0.50% | +82.3% |
| Q2 2022 | $496,000 | -31.9% | 8,226 | -13.7% | 0.28% | -21.5% |
| Q1 2022 | $728,000 | -3.7% | 9,530 | +5.4% | 0.35% | -3.0% |
| Q4 2021 | $756,000 | +31.5% | 9,038 | +16.1% | 0.36% | +16.7% |
| Q3 2021 | $575,000 | +1.6% | 7,784 | 0.0% | 0.31% | -2.2% |
| Q2 2021 | $566,000 | +4.4% | 7,784 | -6.5% | 0.32% | -4.2% |
| Q1 2021 | $542,000 | -20.5% | 8,321 | -22.1% | 0.33% | -21.6% |
| Q4 2020 | $682,000 | +11.3% | 10,688 | +303.0% | 0.42% | +20.4% |
| Q3 2020 | $613,000 | +12.9% | 2,652 | +1.3% | 0.35% | +11.7% |
| Q2 2020 | $543,000 | +59.2% | 2,618 | +26.8% | 0.32% | +41.7% |
| Q1 2020 | $341,000 | -3.7% | 2,064 | +5.1% | 0.22% | +18.0% |
| Q4 2019 | $354,000 | -1.9% | 1,964 | 0.0% | 0.19% | -1.0% |
| Q3 2019 | $361,000 | +2.6% | 1,964 | 0.0% | 0.19% | -0.5% |
| Q2 2019 | $352,000 | +1.1% | 1,964 | 0.0% | 0.19% | +95.9% |
| Q1 2019 | $348,000 | – | 1,964 | – | 0.10% | – |
Download | ||||||
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% |