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 | $314,322 | -35.7% | 4,594 | -33.8% | 0.02% | -32.1% |
| Q2 2023 | $489,202 | +10.4% | 6,941 | +0.1% | 0.03% | +7.7% |
| Q1 2023 | $442,950 | +10.9% | 6,933 | +1.5% | 0.03% | +13.0% |
| Q4 2022 | $399,555 | +2.7% | 6,830 | +1.7% | 0.02% | -8.0% |
| Q3 2022 | $389,000 | -3.5% | 6,718 | +0.6% | 0.02% | 0.0% |
| Q2 2022 | $403,000 | -22.4% | 6,679 | -1.8% | 0.02% | -16.7% |
| Q1 2022 | $519,000 | -8.8% | 6,801 | 0.0% | 0.03% | -9.1% |
| Q4 2021 | $569,000 | +13.6% | 6,801 | +0.3% | 0.03% | -2.9% |
| Q3 2021 | $501,000 | -1.0% | 6,779 | -2.6% | 0.03% | 0.0% |
| Q2 2021 | $506,000 | +11.9% | 6,959 | +0.3% | 0.03% | +3.0% |
| Q1 2021 | $452,000 | +9.4% | 6,938 | +7.2% | 0.03% | 0.0% |
| Q4 2020 | $413,000 | +10.1% | 6,474 | +299.1% | 0.03% | 0.0% |
| Q3 2020 | $375,000 | +51.8% | 1,622 | +36.1% | 0.03% | +43.5% |
| Q2 2020 | $247,000 | +25.4% | 1,192 | 0.0% | 0.02% | +9.5% |
| Q1 2020 | $197,000 | – | 1,192 | – | 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% |