ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,593 | -4.9% | 6,688 | -2.0% | 0.07% | -5.6% |
| Q2 2023 | $481,097 | +4.5% | 6,826 | -5.3% | 0.07% | 0.0% |
| Q1 2023 | $460,328 | +7.7% | 7,205 | -1.4% | 0.07% | -32.1% |
| Q4 2022 | $427,518 | -30.8% | 7,308 | -31.6% | 0.11% | -32.9% |
| Q3 2022 | $618,000 | -20.7% | 10,686 | -7.0% | 0.16% | -11.7% |
| Q2 2022 | $779,000 | -3.2% | 11,486 | +9.0% | 0.18% | -12.3% |
| Q1 2022 | $805,000 | -8.7% | 10,542 | 0.0% | 0.20% | -16.4% |
| Q4 2021 | $882,000 | +13.2% | 10,542 | 0.0% | 0.24% | -3.2% |
| Q3 2021 | $779,000 | -0.1% | 10,542 | -1.7% | 0.25% | +1.6% |
| Q2 2021 | $780,000 | +11.7% | 10,724 | 0.0% | 0.25% | +1.6% |
| Q1 2021 | $698,000 | +2.0% | 10,724 | 0.0% | 0.24% | -4.7% |
| Q4 2020 | $684,000 | – | 10,724 | – | 0.26% | – |
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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% |