ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,516 | +101.1% | 21,510 | +82.2% | 1.09% | +93.6% |
Q1 2023 | $754 | -1.8% | 11,806 | -10.0% | 0.56% | +1.3% |
Q4 2022 | $768 | -99.9% | 13,125 | -6.6% | 0.56% | -6.7% |
Q3 2022 | $848,000 | -8.4% | 14,045 | -4.0% | 0.60% | -1.3% |
Q2 2022 | $926,000 | -23.5% | 14,631 | -10.6% | 0.60% | -23.3% |
Q1 2022 | $1,210,000 | -34.9% | 16,374 | -26.3% | 0.79% | -26.7% |
Q4 2021 | $1,859,000 | – | 22,217 | – | 1.08% | – |
Download |
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% |