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 | $681,190 | -6.3% | 9,956 | -3.5% | 0.12% | -7.0% |
| Q2 2023 | $727,213 | +10.3% | 10,318 | 0.0% | 0.13% | +5.8% |
| Q1 2023 | $659,217 | +9.2% | 10,318 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $603,603 | +1.1% | 10,318 | 0.0% | 0.12% | -13.9% |
| Q3 2022 | $597,000 | -8.6% | 10,318 | -4.6% | 0.14% | +2.9% |
| Q2 2022 | $653,000 | -20.9% | 10,812 | 0.0% | 0.14% | -11.4% |
| Q1 2022 | $826,000 | -8.7% | 10,812 | 0.0% | 0.16% | -6.5% |
| Q4 2021 | $905,000 | +13.3% | 10,812 | 0.0% | 0.17% | +5.0% |
| Q3 2021 | $799,000 | +1.7% | 10,812 | 0.0% | 0.16% | -3.0% |
| Q2 2021 | $786,000 | +11.6% | 10,812 | 0.0% | 0.17% | +5.1% |
| Q1 2021 | $704,000 | +2.0% | 10,812 | 0.0% | 0.16% | 0.0% |
| Q4 2020 | $690,000 | +10.4% | 10,812 | +300.0% | 0.16% | -3.1% |
| Q3 2020 | $625,000 | +8.5% | 2,703 | -2.6% | 0.16% | +2.5% |
| Q2 2020 | $576,000 | +25.8% | 2,774 | 0.0% | 0.16% | +5.3% |
| Q1 2020 | $458,000 | -29.4% | 2,774 | -17.3% | 0.15% | -17.5% |
| Q4 2019 | $649,000 | +7.5% | 3,353 | 0.0% | 0.18% | -0.5% |
| Q3 2019 | $604,000 | +0.5% | 3,353 | 0.0% | 0.18% | -2.1% |
| Q2 2019 | $601,000 | +4.0% | 3,353 | 0.0% | 0.19% | +2.2% |
| Q1 2019 | $578,000 | +38.3% | 3,353 | +20.9% | 0.18% | +21.1% |
| Q4 2018 | $418,000 | -14.9% | 2,774 | 0.0% | 0.15% | -16.5% |
| Q3 2018 | $491,000 | +8.9% | 2,774 | 0.0% | 0.18% | +2.2% |
| Q2 2018 | $451,000 | +38.8% | 2,774 | -41.4% | 0.18% | -37.1% |
| Q1 2011 | $325,000 | – | 4,735 | – | 0.28% | – |
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% |