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 | $337,720 | -43.5% | 4,936 | -41.8% | 0.00% | -42.9% |
| Q2 2023 | $597,302 | +10.1% | 8,475 | -0.2% | 0.01% | 0.0% |
| Q1 2023 | $542,370 | +9.4% | 8,489 | +0.1% | 0.01% | +16.7% |
| Q4 2022 | $495,988 | +14.0% | 8,478 | +12.8% | 0.01% | 0.0% |
| Q3 2022 | $435,000 | -4.0% | 7,514 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $453,000 | -31.9% | 7,514 | -13.7% | 0.01% | -14.3% |
| Q1 2022 | $665,000 | -10.7% | 8,702 | -2.3% | 0.01% | -12.5% |
| Q4 2021 | $745,000 | +12.5% | 8,904 | -0.6% | 0.01% | 0.0% |
| Q3 2021 | $662,000 | – | 8,959 | – | 0.01% | – |
Download | ||||||
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% |