ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,772 | -49.7% | 106 | -53.9% | 0.00% | -42.9% |
| Q4 2022 | $13,455 | -84.0% | 230 | -84.2% | 0.01% | -82.9% |
| Q3 2022 | $84,000 | -57.8% | 1,456 | -55.8% | 0.04% | -47.4% |
| Q2 2022 | $199,000 | -45.8% | 3,291 | -31.6% | 0.08% | -43.9% |
| Q1 2022 | $367,000 | -9.8% | 4,811 | -1.1% | 0.14% | -15.8% |
| Q4 2021 | $407,000 | -7.7% | 4,866 | -18.4% | 0.16% | -17.5% |
| Q3 2021 | $441,000 | -6.2% | 5,966 | -7.7% | 0.20% | -11.9% |
| Q2 2021 | $470,000 | +1.5% | 6,466 | -9.1% | 0.23% | -15.3% |
| Q1 2021 | $463,000 | -10.6% | 7,116 | -12.3% | 0.27% | -18.3% |
| Q4 2020 | $518,000 | – | 8,116 | – | 0.33% | – |
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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% |