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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,382,382 | -8.8% | 195,592 | -6.0% | 2.02% | -4.5% |
| Q2 2023 | $14,666,089 | -1.1% | 208,089 | -10.4% | 2.12% | -8.0% |
| Q1 2023 | $14,835,488 | +11.2% | 232,204 | +1.8% | 2.30% | +5.2% |
| Q4 2022 | $13,344,909 | +1.0% | 228,118 | -0.1% | 2.19% | -6.6% |
| Q3 2022 | $13,213,000 | -5.7% | 228,393 | -1.6% | 2.35% | -2.3% |
| Q2 2022 | $14,006,000 | -13.4% | 232,074 | +9.6% | 2.40% | -3.0% |
| Q1 2022 | $16,179,000 | +1.4% | 211,828 | +11.1% | 2.48% | +3.0% |
| Q4 2021 | $15,953,000 | +11.9% | 190,664 | -1.2% | 2.40% | +3.6% |
| Q3 2021 | $14,257,000 | -2.3% | 192,894 | -3.9% | 2.32% | -1.2% |
| Q2 2021 | $14,592,000 | +12.4% | 200,635 | +0.6% | 2.35% | +6.2% |
| Q1 2021 | $12,981,000 | +1.8% | 199,375 | -0.2% | 2.21% | -5.3% |
| Q4 2020 | $12,752,000 | – | 199,819 | – | 2.33% | – |
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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% |