ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,848,502 | +21.1% | 101,070 | +26.0% | 1.60% | +8.5% |
| Q2 2023 | $5,653,010 | +10.5% | 80,207 | +0.1% | 1.48% | +0.1% |
| Q1 2023 | $5,117,452 | +9.6% | 80,098 | +0.4% | 1.48% | +0.5% |
| Q4 2022 | $4,667,929 | +4.5% | 79,794 | +3.3% | 1.47% | -6.8% |
| Q3 2022 | $4,468,000 | -6.0% | 77,234 | -1.9% | 1.58% | -1.9% |
| Q2 2022 | $4,751,000 | -21.3% | 78,722 | -0.4% | 1.61% | -6.5% |
| Q1 2022 | $6,035,000 | -8.6% | 79,008 | +0.1% | 1.72% | -3.2% |
| Q4 2021 | $6,603,000 | +9.0% | 78,917 | -3.7% | 1.78% | -7.6% |
| Q3 2021 | $6,056,000 | +0.9% | 81,941 | -0.7% | 1.92% | -2.2% |
| Q2 2021 | $6,003,000 | +16.4% | 82,533 | +4.2% | 1.96% | +6.3% |
| Q1 2021 | $5,159,000 | +2.1% | 79,234 | +0.1% | 1.85% | -2.5% |
| Q4 2020 | $5,051,000 | +84.1% | 79,151 | +566.5% | 1.90% | +61.4% |
| Q3 2020 | $2,744,000 | +11.6% | 11,876 | +0.2% | 1.18% | +2.5% |
| Q2 2020 | $2,459,000 | +337.5% | 11,852 | +248.2% | 1.15% | +263.8% |
| Q1 2020 | $562,000 | – | 3,404 | – | 0.32% | – |
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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% |