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 | $480,103 | -2.9% | 7,017 | 0.0% | 0.19% | +2.1% |
| Q2 2023 | $494,558 | +10.3% | 7,017 | 0.0% | 0.19% | +5.6% |
| Q1 2023 | $448,316 | +11.5% | 7,017 | +13.7% | 0.18% | +2.9% |
| Q4 2022 | $402,000 | +16.2% | 6,172 | +3.1% | 0.17% | +4.2% |
| Q3 2022 | $346,000 | -4.2% | 5,987 | 0.0% | 0.17% | +0.6% |
| Q2 2022 | $361,000 | -21.0% | 5,987 | 0.0% | 0.16% | -4.6% |
| Q1 2022 | $457,000 | -8.8% | 5,987 | 0.0% | 0.17% | -2.3% |
| Q4 2021 | $501,000 | +15.2% | 5,987 | 0.0% | 0.18% | +2.3% |
| Q2 2021 | $435,000 | +8.2% | 5,987 | -3.0% | 0.17% | 0.0% |
| Q1 2021 | $402,000 | +2.0% | 6,172 | 0.0% | 0.17% | -24.5% |
| Q4 2020 | $394,000 | +10.4% | 6,172 | +300.0% | 0.23% | -3.8% |
| Q3 2020 | $357,000 | +8.2% | 1,543 | -3.0% | 0.24% | 0.0% |
| Q2 2020 | $330,000 | -10.6% | 1,590 | -16.6% | 0.24% | -12.8% |
| Q1 2020 | $369,000 | 0.0% | 1,907 | 0.0% | 0.27% | +1.5% |
| Q4 2019 | $369,000 | – | 1,907 | – | 0.27% | – |
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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% |