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 | $3,689,478 | +4.6% | 53,924 | +7.8% | 0.56% | +9.7% |
| Q2 2023 | $3,526,747 | +8.4% | 50,039 | -1.8% | 0.51% | +2.0% |
| Q1 2023 | $3,254,416 | +6.4% | 50,938 | -2.6% | 0.50% | +0.8% |
| Q4 2022 | $3,058,061 | -2.6% | 52,275 | -3.7% | 0.50% | -13.7% |
| Q3 2022 | $3,140,000 | -13.6% | 54,275 | -9.9% | 0.58% | +3.6% |
| Q2 2022 | $3,634,000 | +22.2% | 60,219 | +54.7% | 0.56% | +39.2% |
| Q1 2022 | $2,973,000 | +25.8% | 38,920 | +37.8% | 0.40% | +29.8% |
| Q4 2021 | $2,363,000 | – | 28,241 | – | 0.31% | – |
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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% |