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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,769,055 | +60.9% | 405,033 | +65.4% | 0.39% | +65.5% |
| Q2 2023 | $17,255,343 | +3.6% | 244,826 | -6.1% | 0.24% | -4.5% |
| Q1 2023 | $16,656,260 | +36.0% | 260,703 | +24.6% | 0.25% | +25.5% |
| Q4 2022 | $12,244,185 | +17.5% | 209,302 | +16.2% | 0.20% | +8.9% |
| Q3 2022 | $10,419,807 | +2.7% | 180,121 | +7.1% | 0.18% | -5.3% |
| Q2 2022 | $10,147,000 | -44.3% | 168,142 | -29.4% | 0.19% | -37.3% |
| Q1 2022 | $18,204,000 | – | 238,314 | – | 0.30% | – |
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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% |