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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,253,797 | -11.2% | 18,325 | -8.5% | 0.26% | -25.2% |
| Q2 2023 | $1,411,292 | +10.3% | 20,024 | 0.0% | 0.34% | -5.3% |
| Q1 2023 | $1,279,333 | +53.5% | 20,024 | +40.5% | 0.36% | +26.8% |
| Q4 2022 | $833,508 | -4.4% | 14,248 | 0.0% | 0.28% | -3.4% |
| Q3 2022 | $872,000 | +1.4% | 14,248 | 0.0% | 0.29% | -30.3% |
| Q2 2022 | $860,000 | -21.1% | 14,248 | -0.1% | 0.42% | -37.1% |
| Q1 2022 | $1,090,000 | -12.6% | 14,267 | -4.3% | 0.67% | -29.2% |
| Q4 2021 | $1,247,000 | +0.1% | 14,905 | 0.0% | 0.95% | +1.6% |
| Q3 2021 | $1,246,000 | – | 14,905 | – | 0.93% | – |
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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% |