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 | $411,562 | -2.7% | 5,898 | 0.0% | 0.25% | 0.0% |
| Q2 2023 | $422,769 | +11.4% | 5,898 | 0.0% | 0.25% | +4.2% |
| Q1 2023 | $379,595 | +10.0% | 5,898 | 0.0% | 0.24% | +3.5% |
| Q4 2022 | $345,210 | -0.2% | 5,898 | 0.0% | 0.23% | -10.5% |
| Q3 2022 | $346,000 | -4.4% | 5,898 | 0.0% | 0.26% | -4.1% |
| Q2 2022 | $362,000 | -12.3% | 5,898 | 0.0% | 0.27% | -6.6% |
| Q1 2022 | $413,000 | -17.4% | 5,898 | -5.6% | 0.29% | -19.8% |
| Q4 2021 | $500,000 | +6.8% | 6,248 | -1.0% | 0.36% | -0.3% |
| Q3 2021 | $468,000 | -3.3% | 6,313 | -0.6% | 0.36% | -4.3% |
| Q2 2021 | $484,000 | +10.8% | 6,348 | 0.0% | 0.38% | -2.3% |
| Q1 2021 | $437,000 | +1.2% | 6,348 | -6.1% | 0.38% | -14.7% |
| Q4 2020 | $432,000 | – | 6,763 | – | 0.45% | – |
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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% |