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 | $1,642,807 | -7.2% | 24,011 | -4.4% | 2.25% | -4.8% |
| Q2 2023 | $1,770,572 | +6.3% | 25,122 | -3.6% | 2.37% | +6.3% |
| Q1 2023 | $1,665,347 | +14.5% | 26,066 | +4.9% | 2.23% | +7.4% |
| Q4 2022 | $1,454,296 | +7.0% | 24,860 | +5.8% | 2.07% | -3.4% |
| Q3 2022 | $1,359,000 | +14.1% | 23,488 | +19.0% | 2.15% | +15.1% |
| Q2 2022 | $1,191,000 | -6.6% | 19,742 | +18.3% | 1.86% | +10.4% |
| Q1 2022 | $1,275,000 | +12.4% | 16,690 | +23.2% | 1.69% | +15.7% |
| Q4 2021 | $1,134,000 | – | 13,551 | – | 1.46% | – |
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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% |