ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,829,826 | -4.4% | 143,669 | -1.5% | 0.92% | -9.5% |
| Q2 2023 | $10,277,698 | +7.6% | 145,824 | -2.5% | 1.02% | -1.4% |
| Q1 2023 | $9,553,907 | +8.0% | 149,537 | -1.2% | 1.04% | -1.9% |
| Q4 2022 | $8,850,104 | -4.3% | 151,284 | -5.3% | 1.06% | -11.2% |
| Q3 2022 | $9,246,000 | +2.4% | 159,832 | +6.8% | 1.19% | +2.6% |
| Q2 2022 | $9,033,000 | -21.3% | 149,670 | -0.4% | 1.16% | +2.1% |
| Q1 2022 | $11,482,000 | -15.4% | 150,328 | -7.4% | 1.14% | -20.2% |
| Q4 2021 | $13,580,000 | +12.6% | 162,302 | -0.6% | 1.42% | -3.9% |
| Q3 2021 | $12,064,000 | +1.6% | 163,227 | +0.0% | 1.48% | -6.1% |
| Q2 2021 | $11,871,000 | +3.7% | 163,217 | -83.3% | 1.58% | -9.7% |
| Q1 2021 | $11,447,000 | -6.1% | 975,134 | +410.6% | 1.74% | -17.6% |
| Q4 2020 | $12,189,000 | -10.6% | 190,993 | +223.7% | 2.12% | -19.6% |
| Q3 2020 | $13,636,000 | +1.1% | 59,010 | -9.2% | 2.63% | -14.3% |
| Q2 2020 | $13,491,000 | +20.8% | 65,020 | -3.9% | 3.07% | -1.3% |
| Q1 2020 | $11,170,000 | – | 67,680 | – | 3.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |