ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,381 | -33.0% | 6,110 | -30.7% | 0.20% | -31.2% |
| Q2 2023 | $635,950 | +13.9% | 8,817 | +0.1% | 0.29% | +5.0% |
| Q1 2023 | $558,494 | +5.5% | 8,808 | +0.1% | 0.28% | +1.5% |
| Q4 2022 | $529,286 | +5.2% | 8,795 | -0.1% | 0.27% | -14.4% |
| Q3 2022 | $503,000 | -8.5% | 8,808 | +0.1% | 0.32% | +4.9% |
| Q2 2022 | $550,000 | -23.4% | 8,797 | -6.4% | 0.30% | -8.1% |
| Q1 2022 | $718,000 | -9.3% | 9,400 | -0.6% | 0.33% | -5.1% |
| Q4 2021 | $792,000 | +5.7% | 9,460 | -2.1% | 0.35% | 0.0% |
| Q3 2021 | $749,000 | +6.7% | 9,664 | +0.1% | 0.35% | +2.3% |
| Q2 2021 | $702,000 | +4.2% | 9,656 | +0.1% | 0.34% | +1.5% |
| Q1 2021 | $674,000 | +9.6% | 9,650 | +0.1% | 0.34% | -7.2% |
| Q4 2020 | $615,000 | +10.6% | 9,643 | +300.5% | 0.36% | -0.3% |
| Q3 2020 | $556,000 | +3.5% | 2,408 | -6.9% | 0.36% | -5.0% |
| Q2 2020 | $537,000 | +79.6% | 2,587 | +42.8% | 0.38% | +45.1% |
| Q1 2020 | $299,000 | -90.0% | 1,811 | -88.2% | 0.26% | -86.6% |
| Q4 2019 | $2,977,000 | +2.4% | 15,374 | -4.8% | 1.96% | -2.2% |
| Q3 2019 | $2,906,000 | -8.1% | 16,144 | -8.5% | 2.01% | -5.4% |
| Q2 2019 | $3,162,000 | -26.9% | 17,642 | -29.7% | 2.12% | -29.7% |
| Q1 2019 | $4,324,000 | -7.9% | 25,087 | -16.6% | 3.02% | -24.3% |
| Q4 2018 | $4,694,000 | – | 30,096 | – | 3.99% | – |
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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% |