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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $312,758 | +6.5% | 4,292 | 0.0% | 0.02% | -19.0% |
| Q3 2023 | $293,659 | -2.9% | 4,292 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $302,500 | +16.3% | 4,292 | -3.5% | 0.02% | -8.3% |
| Q4 2022 | $260,208 | +1.2% | 4,448 | 0.0% | 0.02% | -20.0% |
| Q3 2022 | $257,000 | -4.1% | 4,448 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $268,000 | -21.2% | 4,448 | 0.0% | 0.03% | -33.3% |
| Q1 2022 | $340,000 | -8.6% | 4,448 | 0.0% | 0.05% | +2.1% |
| Q4 2021 | $372,000 | -43.6% | 4,448 | -50.0% | 0.05% | -13.0% |
| Q3 2021 | $659,000 | +1.7% | 8,896 | 0.0% | 0.05% | -12.9% |
| Q2 2021 | $648,000 | +132.3% | 8,896 | +107.3% | 0.06% | -29.5% |
| Q1 2021 | $279,000 | +1.8% | 4,292 | 0.0% | 0.09% | -8.3% |
| Q4 2020 | $274,000 | +10.5% | 4,292 | +300.0% | 0.10% | -4.0% |
| Q3 2020 | $248,000 | +11.2% | 1,073 | 0.0% | 0.10% | -3.8% |
| Q2 2020 | $223,000 | – | 1,073 | – | 0.10% | – |
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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% |