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 | $275,583 | -2.9% | 4,028 | 0.0% | 0.35% | -3.3% |
| Q2 2023 | $283,881 | +10.6% | 4,028 | +0.2% | 0.36% | +20.3% |
| Q1 2023 | $256,781 | +9.5% | 4,019 | +0.3% | 0.30% | +7.9% |
| Q4 2022 | $234,408 | +1.5% | 4,007 | +0.2% | 0.28% | -2.4% |
| Q3 2022 | $231,000 | -9.1% | 3,998 | -5.0% | 0.29% | -5.9% |
| Q2 2022 | $254,000 | -23.5% | 4,207 | -3.3% | 0.30% | -21.2% |
| Q1 2022 | $332,000 | -8.5% | 4,351 | +0.2% | 0.39% | -7.9% |
| Q4 2021 | $363,000 | – | 4,344 | – | 0.42% | – |
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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% |