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 | $200 | -4.3% | 2,927 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $209 | -99.9% | 2,960 | -12.3% | 0.01% | -9.1% |
| Q2 2022 | $204,000 | -23.0% | 3,375 | -2.6% | 0.01% | -8.3% |
| Q1 2022 | $265,000 | -16.1% | 3,466 | -8.1% | 0.01% | -14.3% |
| Q4 2021 | $316,000 | -3.1% | 3,772 | -14.5% | 0.01% | -6.7% |
| Q3 2021 | $326,000 | +1.6% | 4,411 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $321,000 | +11.8% | 4,409 | +0.0% | 0.02% | -6.2% |
| Q1 2021 | $287,000 | -1.4% | 4,408 | -3.3% | 0.02% | -38.5% |
| Q4 2020 | $291,000 | +20.2% | 4,558 | +334.9% | 0.03% | +13.0% |
| Q3 2020 | $242,000 | +12.6% | 1,048 | +1.4% | 0.02% | +15.0% |
| Q2 2020 | $215,000 | -10.0% | 1,034 | -16.4% | 0.02% | -4.8% |
| Q4 2019 | $239,000 | – | 1,237 | – | 0.02% | – |
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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% |