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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $716,391 | +1.2% | 12,246 | 0.0% | 0.59% | -1.2% |
| Q3 2022 | $708,000 | -4.5% | 12,246 | -0.8% | 0.60% | +0.3% |
| Q2 2022 | $741,000 | -22.4% | 12,346 | -1.3% | 0.60% | +4.4% |
| Q1 2022 | $955,000 | -8.7% | 12,506 | 0.0% | 0.57% | +2.0% |
| Q4 2021 | $1,046,000 | +13.2% | 12,506 | 0.0% | 0.56% | +1.5% |
| Q3 2021 | $924,000 | -2.5% | 12,506 | -4.0% | 0.55% | -2.3% |
| Q2 2021 | $948,000 | +11.3% | 13,031 | 0.0% | 0.56% | +2.7% |
| Q1 2021 | $852,000 | +0.7% | 13,031 | -1.8% | 0.55% | -8.7% |
| Q4 2020 | $846,000 | +34.9% | 13,276 | +250.3% | 0.60% | -18.6% |
| Q1 2020 | $627,000 | -63.3% | 3,790 | -57.1% | 0.74% | -53.9% |
| Q4 2019 | $1,709,000 | – | 8,825 | – | 1.60% | – |
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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% |