ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 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. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |