ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,110 | -4.6% | 62,481 | +2.2% | 3.08% | +2.7% |
| Q2 2023 | $4,310 | +9.4% | 61,165 | -0.8% | 3.00% | +19.0% |
| Q1 2023 | $3,939 | +10.2% | 61,656 | +0.8% | 2.52% | +6.1% |
| Q4 2022 | $3,576 | -99.7% | 61,142 | +209.4% | 2.38% | +197.7% |
| Q3 2022 | $1,127,000 | -5.5% | 19,760 | 0.0% | 0.80% | -2.6% |
| Q2 2022 | $1,193,000 | -22.6% | 19,760 | -2.0% | 0.82% | -24.2% |
| Q1 2022 | $1,541,000 | +1.8% | 20,173 | -1.8% | 1.08% | -7.4% |
| Q4 2021 | $1,514,000 | -8.6% | 20,537 | -3.3% | 1.17% | +18.7% |
| Q3 2021 | $1,657,000 | -1.4% | 21,231 | -5.4% | 0.98% | -6.7% |
| Q2 2021 | $1,680,000 | +11.3% | 22,451 | -3.1% | 1.05% | +3.1% |
| Q1 2021 | $1,509,000 | -19.0% | 23,174 | -20.6% | 1.02% | -24.8% |
| Q4 2020 | $1,863,000 | +2.1% | 29,192 | +290.6% | 1.36% | -3.3% |
| Q3 2020 | $1,824,000 | -7.3% | 7,473 | -21.2% | 1.40% | -15.2% |
| Q2 2020 | $1,967,000 | +19.1% | 9,478 | -5.3% | 1.66% | -2.3% |
| Q1 2020 | $1,652,000 | -19.1% | 10,011 | -4.0% | 1.69% | -16.9% |
| Q4 2019 | $2,043,000 | – | 10,429 | – | 2.04% | – |
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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% |