ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,147,109 | +4.0% | 15,274 | -5.3% | 0.78% | -6.5% |
| Q3 2023 | $1,103,233 | -7.0% | 16,124 | -4.2% | 0.83% | -11.7% |
| Q2 2023 | $1,186,138 | +10.3% | 16,829 | 0.0% | 0.94% | +4.0% |
| Q1 2023 | $1,075,232 | +9.2% | 16,829 | 0.0% | 0.90% | -0.8% |
| Q4 2022 | $984,521 | +1.1% | 16,829 | 0.0% | 0.91% | -20.8% |
| Q3 2022 | $974,000 | -4.1% | 16,829 | 0.0% | 1.15% | -6.8% |
| Q2 2022 | $1,016,000 | -21.7% | 16,829 | -1.0% | 1.24% | -9.3% |
| Q1 2022 | $1,298,000 | -8.7% | 16,994 | 0.0% | 1.36% | -6.1% |
| Q4 2021 | $1,422,000 | – | 16,994 | – | 1.45% | – |
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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% |