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 | $355,913 | -2.6% | 5,185 | 0.0% | 0.15% | +0.7% |
Q2 2023 | $365,439 | +10.3% | 5,185 | 0.0% | 0.15% | +6.3% |
Q1 2023 | $331,270 | +9.2% | 5,185 | 0.0% | 0.14% | -2.7% |
Q4 2022 | $303,323 | -0.5% | 5,185 | -1.7% | 0.15% | -3.9% |
Q3 2022 | $305,000 | -4.1% | 5,277 | 0.0% | 0.15% | -2.5% |
Q2 2022 | $318,000 | -21.1% | 5,277 | 0.0% | 0.16% | +1.3% |
Q1 2022 | $403,000 | -8.8% | 5,277 | 0.0% | 0.16% | -4.3% |
Q4 2021 | $442,000 | +13.3% | 5,277 | 0.0% | 0.16% | +8.0% |
Q3 2021 | $390,000 | +3.4% | 5,277 | +1.8% | 0.15% | -2.0% |
Q2 2021 | $377,000 | +11.5% | 5,185 | 0.0% | 0.15% | -1.9% |
Q1 2021 | $338,000 | +2.4% | 5,185 | 0.0% | 0.16% | -13.3% |
Q4 2020 | $330,000 | +9.6% | 5,185 | +297.3% | 0.18% | -9.5% |
Q3 2020 | $301,000 | +11.5% | 1,305 | 0.0% | 0.20% | -8.3% |
Q2 2020 | $270,000 | +25.6% | 1,305 | 0.0% | 0.22% | -4.4% |
Q1 2020 | $215,000 | -14.7% | 1,305 | 0.0% | 0.23% | +18.2% |
Q4 2019 | $252,000 | +7.7% | 1,305 | 0.0% | 0.19% | -5.4% |
Q3 2019 | $234,000 | – | 1,305 | – | 0.20% | – |
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% |