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 | $8,271,431 | -2.9% | 120,892 | 0.0% | 0.45% | -1.9% |
Q2 2023 | $8,520,470 | +10.1% | 120,892 | -0.2% | 0.46% | -5.7% |
Q1 2023 | $7,742,125 | +10.3% | 121,179 | +1.0% | 0.49% | +5.6% |
Q4 2022 | $7,018,833 | +0.9% | 119,980 | -0.2% | 0.46% | -7.8% |
Q3 2022 | $6,954,000 | +1651.6% | 120,211 | +1727.7% | 0.50% | +1763.0% |
Q2 2022 | $397,000 | -3.9% | 6,577 | +21.7% | 0.03% | +8.0% |
Q1 2022 | $413,000 | +1.0% | 5,403 | +10.6% | 0.02% | +4.2% |
Q4 2021 | $409,000 | +15.5% | 4,883 | +2.1% | 0.02% | +4.3% |
Q3 2021 | $354,000 | -0.3% | 4,783 | -2.0% | 0.02% | 0.0% |
Q2 2021 | $355,000 | +11.6% | 4,883 | 0.0% | 0.02% | +4.5% |
Q1 2021 | $318,000 | +7.8% | 4,883 | +5.8% | 0.02% | -4.3% |
Q4 2020 | $295,000 | +10.5% | 4,616 | +300.0% | 0.02% | -4.2% |
Q3 2020 | $267,000 | +11.7% | 1,154 | 0.0% | 0.02% | +9.1% |
Q2 2020 | $239,000 | -12.1% | 1,154 | -36.2% | 0.02% | -31.2% |
Q4 2018 | $272,000 | -15.3% | 1,808 | -0.4% | 0.03% | -13.5% |
Q3 2018 | $321,000 | +8.1% | 1,816 | -1.0% | 0.04% | +94.7% |
Q2 2018 | $297,000 | +2.1% | 1,834 | -26.9% | 0.02% | -86.9% |
Q4 2015 | $291,000 | – | 2,510 | – | 0.14% | – |
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% |