ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,472 | -98.7% | 1,600 | -98.7% | 0.00% | -98.9% |
| Q2 2023 | $8,555,144 | +25924578.8% | 121,384 | +23243.1% | 0.28% | +28400.0% |
| Q1 2023 | $33 | -86.7% | 520 | -87.8% | 0.00% | -90.0% |
| Q4 2022 | $248 | -100.0% | 4,245 | -92.0% | 0.01% | -80.0% |
| Q3 2022 | $3,054,000 | – | 52,800 | +5279900.0% | 0.05% | – |
| Q1 2022 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $214,000 | +3466.7% | 2,563 | +2915.3% | 0.00% | – |
| Q3 2021 | $6,000 | -40.0% | 85 | -37.0% | 0.00% | – |
| Q2 2021 | $10,000 | -99.7% | 135 | -99.7% | 0.00% | -100.0% |
| Q1 2021 | $3,016,000 | -57.4% | 46,322 | -58.2% | 0.05% | -76.4% |
| Q4 2020 | $7,073,000 | -40.0% | 110,817 | +117.4% | 0.22% | +66.2% |
| Q3 2020 | $11,780,000 | +77.0% | 50,979 | +58.9% | 0.13% | -52.4% |
| Q2 2020 | $6,657,000 | +265.2% | 32,083 | +190.5% | 0.27% | +145.9% |
| Q1 2020 | $1,823,000 | -67.4% | 11,045 | -61.8% | 0.11% | -76.1% |
| Q4 2019 | $5,600,000 | +101.7% | 28,918 | +86.7% | 0.46% | +148.7% |
| Q2 2019 | $2,777,000 | -67.1% | 15,493 | -68.4% | 0.19% | -63.5% |
| Q1 2019 | $8,450,000 | +93788.9% | 49,026 | +84427.6% | 0.51% | +51200.0% |
| Q4 2018 | $9,000 | -10.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +100.0% | 58 | +100.0% | 0.00% | – |
| Q2 2018 | $5,000 | -99.7% | 29 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $1,997,000 | +24862.5% | 12,875 | +24659.6% | 0.17% | +17000.0% |
| Q4 2017 | $8,000 | -99.9% | 52 | -99.9% | 0.00% | -99.8% |
| Q3 2017 | $6,016,000 | +200.8% | 41,943 | +187.0% | 0.50% | +118.9% |
| Q2 2017 | $2,000,000 | +15284.6% | 14,613 | +14513.0% | 0.23% | +22600.0% |
| Q1 2017 | $13,000 | -99.4% | 100 | -99.4% | 0.00% | -99.5% |
| Q2 2016 | $2,043,000 | +5138.5% | 17,525 | +5054.4% | 0.20% | +3150.0% |
| Q4 2015 | $39,000 | -96.3% | 340 | -96.4% | 0.01% | -94.2% |
| Q4 2014 | $1,065,000 | -35.6% | 9,539 | -38.4% | 0.10% | -44.3% |
| Q3 2014 | $1,653,000 | – | 15,475 | – | 0.18% | – |
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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% |