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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,599,591 | -2.9% | 23,379 | 0.0% | 1.27% | +2.1% |
| Q2 2023 | $1,647,752 | -5.5% | 23,379 | -14.3% | 1.25% | -2.4% |
| Q1 2023 | $1,742,855 | +9.2% | 27,279 | 0.0% | 1.28% | +3.4% |
| Q4 2022 | $1,595,822 | +1.1% | 27,279 | 0.0% | 1.24% | -13.5% |
| Q3 2022 | $1,578,000 | -4.1% | 27,279 | 0.0% | 1.43% | -0.5% |
| Q2 2022 | $1,646,000 | -21.0% | 27,279 | 0.0% | 1.44% | -10.4% |
| Q1 2022 | $2,084,000 | -30.7% | 27,279 | -24.1% | 1.60% | -30.7% |
| Q4 2021 | $3,007,000 | – | 35,932 | – | 2.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |