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 | $3,704,191 | -2.9% | 54,139 | 0.0% | 0.23% | -0.9% |
| Q2 2023 | $3,815,717 | +9.2% | 54,139 | -1.0% | 0.23% | +4.5% |
| Q1 2023 | $3,493,633 | +6.5% | 54,682 | -2.5% | 0.22% | +0.9% |
| Q4 2022 | $3,281,733 | -6.2% | 56,098 | -7.2% | 0.22% | -13.3% |
| Q3 2022 | $3,497,000 | -4.1% | 60,448 | 0.0% | 0.26% | +0.8% |
| Q2 2022 | $3,648,000 | -9.8% | 60,448 | +14.1% | 0.25% | +8.5% |
| Q1 2022 | $4,046,000 | -9.2% | 52,973 | -0.6% | 0.23% | -13.0% |
| Q4 2021 | $4,457,000 | +13.5% | 53,274 | +0.2% | 0.27% | +2.7% |
| Q3 2021 | $3,928,000 | +1.6% | 53,152 | 0.0% | 0.26% | +0.8% |
| Q2 2021 | $3,866,000 | +11.7% | 53,152 | -0.0% | 0.26% | -1.9% |
| Q1 2021 | $3,461,000 | +2.0% | 53,156 | 0.0% | 0.26% | -5.7% |
| Q4 2020 | $3,392,000 | +10.6% | 53,156 | +300.4% | 0.28% | +1.4% |
| Q3 2020 | $3,068,000 | +59.5% | 13,276 | +43.3% | 0.28% | +49.7% |
| Q2 2020 | $1,923,000 | +28.5% | 9,266 | +2.2% | 0.18% | +8.8% |
| Q1 2020 | $1,496,000 | -14.4% | 9,063 | +0.4% | 0.17% | +9.0% |
| Q4 2019 | $1,748,000 | +46.9% | 9,029 | +36.6% | 0.16% | +28.9% |
| Q3 2019 | $1,190,000 | +0.7% | 6,612 | +0.2% | 0.12% | 0.0% |
| Q2 2019 | $1,182,000 | +19.3% | 6,597 | +14.7% | 0.12% | +10.0% |
| Q1 2019 | $991,000 | – | 5,750 | – | 0.11% | – |
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% |