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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,728,414 | -32.6% | 42,705 | -38.3% | 0.39% | -38.0% |
| Q4 2022 | $4,047,550 | +1.1% | 69,189 | +0.0% | 0.64% | -7.4% |
| Q3 2022 | $4,002,000 | -28.6% | 69,187 | -13.7% | 0.69% | -21.5% |
| Q2 2022 | $5,605,000 | -8.4% | 80,131 | +0.0% | 0.87% | -4.8% |
| Q1 2022 | $6,120,000 | -27.2% | 80,130 | -20.3% | 0.92% | -2.9% |
| Q4 2021 | $8,410,000 | +10.1% | 100,520 | -2.7% | 0.94% | -4.4% |
| Q3 2021 | $7,638,000 | -3.7% | 103,342 | -5.2% | 0.99% | +11.9% |
| Q2 2021 | $7,929,000 | +6.6% | 109,022 | -4.6% | 0.88% | +21.8% |
| Q1 2021 | $7,439,000 | +0.4% | 114,254 | -1.6% | 0.72% | +9.8% |
| Q4 2020 | $7,411,000 | -0.0% | 116,125 | +262.0% | 0.66% | -1.9% |
| Q3 2020 | $7,413,000 | +462.4% | 32,082 | +405.0% | 0.67% | +394.9% |
| Q2 2020 | $1,318,000 | +7.0% | 6,353 | -14.9% | 0.14% | -14.5% |
| Q1 2020 | $1,232,000 | -12.9% | 7,467 | +2.2% | 0.16% | +3.2% |
| Q4 2019 | $1,415,000 | +10.9% | 7,309 | +3.1% | 0.15% | -1.3% |
| Q3 2019 | $1,276,000 | -0.1% | 7,086 | -0.6% | 0.16% | +6.8% |
| Q2 2019 | $1,277,000 | +0.8% | 7,126 | -3.1% | 0.15% | 0.0% |
| Q1 2019 | $1,267,000 | +51.0% | 7,351 | +32.0% | 0.15% | +28.1% |
| Q4 2018 | $839,000 | -4.4% | 5,567 | +12.3% | 0.11% | +4.6% |
| Q3 2018 | $878,000 | – | 4,956 | – | 0.11% | – |
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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% |