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 | $3,843,976 | -12.2% | 56,182 | -9.5% | 3.04% | -12.1% |
| Q2 2023 | $4,377,587 | -0.6% | 62,111 | -9.9% | 3.45% | -8.2% |
| Q1 2023 | $4,403,924 | +0.2% | 68,930 | -8.2% | 3.76% | -5.9% |
| Q4 2022 | $4,394,953 | -1.9% | 75,127 | -3.0% | 4.00% | -13.7% |
| Q3 2022 | $4,480,000 | -1.9% | 77,449 | +2.3% | 4.64% | -1.8% |
| Q2 2022 | $4,569,000 | -20.9% | 75,715 | +0.1% | 4.72% | -9.9% |
| Q1 2022 | $5,778,000 | -12.5% | 75,647 | -4.1% | 5.24% | -10.2% |
| Q4 2021 | $6,601,000 | – | 78,888 | – | 5.84% | – |
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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% |