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 2022 | $615,000 | +4.4% | 10,624 | +8.9% | 0.06% | +11.3% |
| Q2 2022 | $589,000 | -20.9% | 9,756 | 0.0% | 0.05% | -7.0% |
| Q1 2022 | $745,000 | -8.7% | 9,756 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $816,000 | +13.2% | 9,756 | 0.0% | 0.06% | +5.4% |
| Q3 2021 | $721,000 | +0.6% | 9,756 | -1.1% | 0.06% | +1.8% |
| Q2 2021 | $717,000 | +11.7% | 9,860 | 0.0% | 0.06% | +1.9% |
| Q1 2021 | $642,000 | -1.8% | 9,860 | -3.7% | 0.05% | -6.9% |
| Q4 2020 | $654,000 | +32.9% | 10,244 | +380.9% | 0.06% | +23.4% |
| Q3 2020 | $492,000 | +8.8% | 2,130 | -2.2% | 0.05% | 0.0% |
| Q2 2020 | $452,000 | +96.5% | 2,177 | +83.2% | 0.05% | +104.3% |
| Q4 2019 | $230,000 | +7.5% | 1,188 | 0.0% | 0.02% | +9.5% |
| Q3 2019 | $214,000 | +0.5% | 1,188 | 0.0% | 0.02% | -4.5% |
| Q2 2019 | $213,000 | +3.4% | 1,188 | -0.3% | 0.02% | 0.0% |
| Q1 2019 | $206,000 | -19.8% | 1,192 | -17.8% | 0.02% | -15.4% |
| Q3 2018 | $257,000 | +21.2% | 1,451 | +11.5% | 0.03% | +18.2% |
| Q2 2018 | $212,000 | – | 1,301 | – | 0.02% | – |
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% |