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 | $164 | -3.0% | 2,404 | 0.0% | 0.03% | +3.8% |
| Q2 2023 | $169 | +634.8% | 2,404 | +1557.9% | 0.03% | +550.0% |
| Q1 2023 | $23 | -83.2% | 145 | -93.8% | 0.00% | -81.8% |
| Q4 2022 | $137 | -99.9% | 2,350 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $136,000 | -4.2% | 2,350 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $142,000 | -20.7% | 2,350 | 0.0% | 0.02% | -8.0% |
| Q1 2022 | $179,000 | -9.1% | 2,350 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $197,000 | +13.2% | 2,350 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $174,000 | -14.7% | 2,350 | -16.1% | 0.02% | -13.8% |
| Q2 2021 | $204,000 | +12.1% | 2,800 | 0.0% | 0.03% | +3.6% |
| Q1 2021 | $182,000 | +1.7% | 2,800 | 0.0% | 0.03% | -3.4% |
| Q4 2020 | $179,000 | – | 2,800 | – | 0.03% | – |
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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% |