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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $33,705,000 | -19.0% | 441,274 | -11.3% | 6.45% | -13.8% |
| Q4 2021 | $41,617,000 | +33.6% | 497,395 | +18.0% | 7.48% | +16.2% |
| Q3 2021 | $31,159,000 | +9.8% | 421,587 | +8.1% | 6.44% | +7.7% |
| Q2 2021 | $28,373,000 | +18.2% | 390,118 | +5.8% | 5.98% | +10.0% |
| Q1 2021 | $24,003,000 | +10.1% | 368,649 | +7.9% | 5.44% | -3.7% |
| Q4 2020 | $21,795,000 | +20.2% | 341,515 | +335.3% | 5.64% | -4.9% |
| Q3 2020 | $18,131,000 | +101.5% | 78,460 | +80.9% | 5.94% | +59.7% |
| Q2 2020 | $8,999,000 | +29.2% | 43,369 | +4.3% | 3.72% | +36.2% |
| Q1 2020 | $6,966,000 | – | 41,575 | – | 2.73% | – |
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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% |