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 | $1,075,409 | -4.7% | 15,718 | -1.8% | 0.32% | +2.6% |
| Q2 2023 | $1,128,474 | +1.1% | 16,011 | -8.3% | 0.31% | -4.9% |
| Q1 2023 | $1,115,711 | +40.6% | 17,463 | +28.7% | 0.32% | +26.5% |
| Q4 2022 | $793,544 | -57.7% | 13,565 | -58.2% | 0.26% | -62.1% |
| Q3 2022 | $1,876,000 | -34.0% | 32,435 | -31.1% | 0.68% | -35.8% |
| Q2 2022 | $2,842,000 | +428.3% | 47,093 | +1596.4% | 1.06% | +65.8% |
| Q4 2019 | $538,000 | +6.7% | 2,776 | -2.5% | 0.64% | -10.0% |
| Q3 2019 | $504,000 | 0.0% | 2,847 | 0.0% | 0.71% | 0.0% |
| Q2 2019 | $504,000 | – | 2,847 | – | 0.71% | – |
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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% |