ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,329 | -25.0% | 7,108 | -22.8% | 0.01% | -20.0% |
| Q2 2023 | $648,627 | +49.4% | 9,203 | +35.4% | 0.01% | +42.9% |
| Q1 2023 | $434,196 | -5.3% | 6,796 | -13.3% | 0.01% | -12.5% |
| Q4 2022 | $458,465 | +1.2% | 7,837 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $453,000 | -4.2% | 7,837 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $473,000 | -25.7% | 7,837 | -6.0% | 0.01% | -10.0% |
| Q1 2022 | $637,000 | +15.0% | 8,337 | +25.9% | 0.01% | +25.0% |
| Q4 2021 | $554,000 | +11.5% | 6,620 | -1.5% | 0.01% | 0.0% |
| Q3 2021 | $497,000 | +1.6% | 6,720 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $489,000 | +6.3% | 6,720 | -4.8% | 0.01% | 0.0% |
| Q1 2021 | $460,000 | -0.6% | 7,060 | -2.8% | 0.01% | -11.1% |
| Q4 2020 | $463,000 | +10.5% | 7,260 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $419,000 | +8.3% | 1,815 | -2.7% | 0.01% | 0.0% |
| Q2 2020 | $387,000 | +26.1% | 1,865 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $307,000 | -0.3% | 1,865 | +17.3% | 0.01% | +28.6% |
| Q4 2019 | $308,000 | +7.7% | 1,590 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $286,000 | +0.4% | 1,590 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $285,000 | +4.0% | 1,590 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $274,000 | +14.2% | 1,590 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $240,000 | -14.9% | 1,590 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $282,000 | +8.9% | 1,590 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $259,000 | +4.9% | 1,590 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $247,000 | -11.5% | 1,590 | -13.1% | 0.01% | -14.3% |
| Q4 2017 | $279,000 | – | 1,830 | – | 0.01% | – |
Download | ||||||
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% |