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 | $2,292,604 | -0.4% | 34,496 | +7.4% | 0.14% | +34.6% |
| Q2 2023 | $2,301,286 | +11.5% | 32,105 | +0.1% | 0.10% | -46.1% |
| Q1 2023 | $2,064,540 | +5.8% | 32,078 | -1.0% | 0.19% | -2.5% |
| Q4 2022 | $1,951,550 | -5.3% | 32,407 | -10.7% | 0.20% | -13.5% |
| Q3 2022 | $2,060,000 | -13.0% | 36,305 | -0.9% | 0.23% | -29.8% |
| Q2 2022 | $2,368,000 | -9.7% | 36,618 | +0.2% | 0.33% | -2.7% |
| Q1 2022 | $2,623,000 | -4.2% | 36,551 | -1.6% | 0.34% | +0.6% |
| Q4 2021 | $2,738,000 | -9.6% | 37,148 | 0.0% | 0.33% | +0.3% |
| Q3 2021 | $3,028,000 | +7.3% | 37,148 | 0.0% | 0.33% | -16.2% |
| Q2 2021 | $2,822,000 | +14.0% | 37,148 | +1.9% | 0.40% | -28.3% |
| Q1 2021 | $2,476,000 | – | 36,450 | – | 0.55% | – |
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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% |