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 | $791,687 | +123.2% | 11,571 | +129.9% | 0.02% | +133.3% |
| Q2 2023 | $354,655 | +10.4% | 5,032 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $321,367 | +187833.9% | 5,030 | +71.8% | 0.01% | +80.0% |
| Q4 2022 | $171 | -99.9% | 2,928 | +10.4% | 0.01% | 0.0% |
| Q3 2022 | $153,000 | -4.4% | 2,651 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $160,000 | -59.9% | 2,649 | -49.3% | 0.01% | -50.0% |
| Q1 2022 | $399,000 | -8.7% | 5,223 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $437,000 | +13.2% | 5,222 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $386,000 | -8.3% | 5,221 | -9.7% | 0.01% | -9.1% |
| Q2 2021 | $421,000 | +7.4% | 5,783 | -4.0% | 0.01% | 0.0% |
| Q1 2021 | $392,000 | -4.4% | 6,024 | -6.1% | 0.01% | -15.4% |
| Q4 2020 | $410,000 | +10.5% | 6,417 | +300.3% | 0.01% | -13.3% |
| Q3 2020 | $371,000 | +4.8% | 1,603 | -6.0% | 0.02% | 0.0% |
| Q2 2020 | $354,000 | +95.6% | 1,706 | +55.7% | 0.02% | +87.5% |
| Q1 2020 | $181,000 | -13.8% | 1,096 | +1.0% | 0.01% | 0.0% |
| Q4 2019 | $210,000 | +4.0% | 1,085 | -3.3% | 0.01% | -11.1% |
| Q3 2019 | $202,000 | +56.6% | 1,122 | +53.5% | 0.01% | +80.0% |
| Q3 2018 | $129,000 | -40.0% | 731 | -48.0% | 0.01% | -54.5% |
| Q4 2017 | $215,000 | +110.8% | 1,406 | +68.4% | 0.01% | +57.1% |
| Q4 2016 | $102,000 | – | 835 | – | 0.01% | – |
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% |