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 | $387,257 | +96956.9% | 5,660 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $399 | +9.0% | 5,660 | -0.7% | 0.09% | +13.0% |
| Q1 2023 | $366 | +9.9% | 5,700 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $333 | -99.9% | 5,700 | 0.0% | 0.08% | -7.4% |
| Q3 2022 | $350,000 | -10.7% | 5,700 | -10.9% | 0.08% | -8.0% |
| Q2 2022 | $392,000 | -25.6% | 6,400 | -7.2% | 0.09% | -12.9% |
| Q1 2022 | $527,000 | -8.5% | 6,900 | 0.0% | 0.10% | -9.0% |
| Q4 2021 | $576,000 | +12.9% | 6,900 | 0.0% | 0.11% | +15.6% |
| Q3 2021 | $510,000 | -37.3% | 6,900 | -37.2% | 0.10% | -45.1% |
| Q2 2021 | $814,000 | +71.7% | 10,988 | +52.7% | 0.18% | +69.9% |
| Q1 2021 | $474,000 | +5.6% | 7,198 | +1.1% | 0.10% | -1.0% |
| Q4 2020 | $449,000 | +12.8% | 7,122 | +311.0% | 0.10% | -10.3% |
| Q3 2020 | $398,000 | +6.4% | 1,733 | 0.0% | 0.12% | +5.5% |
| Q2 2020 | $374,000 | +17.2% | 1,733 | +10.0% | 0.11% | +8.9% |
| Q4 2019 | $319,000 | +15.2% | 1,575 | +2.9% | 0.10% | +6.3% |
| Q2 2019 | $277,000 | +1.1% | 1,530 | -19.9% | 0.10% | -18.1% |
| Q3 2017 | $274,000 | +33.0% | 1,909 | +26.9% | 0.12% | +13.7% |
| Q2 2017 | $206,000 | +1.0% | 1,504 | 0.0% | 0.10% | +14.6% |
| Q1 2017 | $204,000 | – | 1,504 | – | 0.09% | – |
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% |