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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $258,108 | +1.8% | 3,437 | -7.3% | 0.04% | -8.9% |
| Q3 2023 | $253,608 | +36.9% | 3,707 | +41.1% | 0.04% | -18.2% |
| Q2 2023 | $185,221 | -17.9% | 2,628 | -25.6% | 0.06% | +41.0% |
| Q1 2023 | $225,726 | -92.9% | 3,533 | -93.0% | 0.04% | -82.6% |
| Q4 2022 | $3,200,059 | -67.6% | 50,754 | -68.8% | 0.22% | -68.9% |
| Q3 2022 | $9,881,000 | -9.5% | 162,822 | -0.4% | 0.72% | -4.9% |
| Q1 2022 | $10,920,000 | – | 163,510 | – | 0.76% | – |
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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% |