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 | $3,704 | +89.9% | 54,149 | +62.4% | 0.04% | +32.1% |
| Q4 2022 | $1,951 | -99.9% | 33,352 | +23.2% | 0.03% | +64.7% |
| Q3 2022 | $1,566,000 | -82.2% | 27,077 | -81.5% | 0.02% | -82.5% |
| Q2 2022 | $8,817,000 | +229.7% | 146,106 | +357.0% | 0.10% | +546.7% |
| Q4 2021 | $2,674,000 | +151.1% | 31,969 | +121.8% | 0.02% | +150.0% |
| Q3 2021 | $1,065,000 | -58.6% | 14,415 | -64.2% | 0.01% | -88.5% |
| Q4 2020 | $2,571,000 | -36.7% | 40,292 | +129.0% | 0.05% | -55.9% |
| Q3 2020 | $4,064,000 | -21.1% | 17,591 | -29.1% | 0.12% | -23.9% |
| Q2 2020 | $5,150,000 | +69.2% | 24,824 | +34.6% | 0.16% | -20.9% |
| Q1 2020 | $3,043,000 | +19.0% | 18,441 | -17.9% | 0.20% | -83.7% |
| Q2 2015 | $2,557,000 | – | 22,462 | – | 1.20% | – |
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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% |