ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,863 | -62.8% | 7,852 | 0.0% | 0.04% | -65.3% |
| Q2 2023 | $553,408 | +10.3% | 7,852 | 0.0% | 0.12% | +4.2% |
| Q1 2023 | $501,664 | +9.2% | 7,852 | 0.0% | 0.12% | +7.2% |
| Q4 2022 | $459,300 | +1.2% | 7,852 | 0.0% | 0.11% | -14.6% |
| Q3 2022 | $454,000 | -4.0% | 7,852 | 0.0% | 0.13% | -2.3% |
| Q2 2022 | $473,000 | +46.0% | 7,852 | +84.7% | 0.13% | +66.2% |
| Q1 2022 | $324,000 | -45.6% | 4,252 | -40.3% | 0.08% | -41.2% |
| Q4 2021 | $596,000 | +13.3% | 7,124 | +0.0% | 0.14% | +0.7% |
| Q3 2021 | $526,000 | +1.7% | 7,121 | +0.1% | 0.14% | -1.5% |
| Q2 2021 | $517,000 | +11.7% | 7,117 | +0.1% | 0.14% | +3.0% |
| Q1 2021 | $463,000 | +2.2% | 7,113 | +0.1% | 0.13% | +29.1% |
| Q4 2020 | $453,000 | +10.5% | 7,109 | +300.5% | 0.10% | -7.2% |
| Q3 2020 | $410,000 | +61.4% | 1,775 | +44.9% | 0.11% | +42.3% |
| Q2 2020 | $254,000 | +23.9% | 1,225 | +15.2% | 0.08% | +11.4% |
| Q4 2019 | $205,000 | – | 1,063 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |