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 | $235,454 | -2.9% | 3,441 | 0.0% | 0.09% | -8.2% |
| Q2 2023 | $242,543 | +5.8% | 3,441 | -4.1% | 0.10% | +1.0% |
| Q1 2023 | $229,257 | -5.4% | 3,588 | -13.4% | 0.10% | -4.0% |
| Q4 2022 | $242,442 | +15.4% | 4,144 | +14.2% | 0.10% | +5.3% |
| Q3 2022 | $210,000 | -19.5% | 3,629 | -16.2% | 0.10% | -16.7% |
| Q2 2022 | $261,000 | -25.4% | 4,330 | -16.6% | 0.11% | -23.0% |
| Q1 2022 | $350,000 | -19.7% | 5,189 | -0.5% | 0.15% | -14.9% |
| Q4 2021 | $436,000 | +13.2% | 5,215 | 0.0% | 0.17% | +6.7% |
| Q3 2021 | $385,000 | +1.3% | 5,215 | -0.2% | 0.16% | +1.2% |
| Q2 2021 | $380,000 | +10.8% | 5,224 | -0.9% | 0.16% | +5.9% |
| Q1 2021 | $343,000 | – | 5,270 | – | 0.15% | – |
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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% |