ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,472,000 | -3.0% | 123,830 | -0.1% | 1.25% | +23.3% |
| Q2 2023 | $8,735,000 | +11.3% | 123,936 | +0.9% | 1.01% | +3.6% |
| Q1 2023 | $7,849,000 | +19.2% | 122,851 | +9.1% | 0.98% | +3.4% |
| Q4 2022 | $6,587,000 | +18.9% | 112,590 | +17.5% | 0.95% | +0.4% |
| Q3 2022 | $5,542,000 | +164.2% | 95,801 | +175.6% | 0.94% | +146.2% |
| Q2 2022 | $2,098,000 | -72.1% | 34,757 | -64.7% | 0.38% | -68.4% |
| Q1 2022 | $7,528,000 | +46.3% | 98,564 | +60.3% | 1.21% | +52.7% |
| Q4 2021 | $5,144,000 | +11.0% | 61,474 | -2.0% | 0.79% | +5.0% |
| Q3 2021 | $4,635,000 | +1.6% | 62,707 | -0.0% | 0.76% | +11.5% |
| Q2 2021 | $4,562,000 | +10.3% | 62,720 | -1.3% | 0.68% | -3.8% |
| Q1 2021 | $4,136,000 | – | 63,523 | – | 0.70% | – |
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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% |