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 | $655,231 | +13.9% | 9,577 | +17.3% | 0.05% | +20.0% |
| Q2 2023 | $575,469 | +3.8% | 8,165 | -5.9% | 0.04% | -2.4% |
| Q1 2023 | $554,246 | +3.4% | 8,675 | -5.3% | 0.04% | -6.8% |
| Q4 2022 | $536,153 | +3.9% | 9,165 | +2.8% | 0.04% | -12.0% |
| Q3 2022 | $516,000 | -21.6% | 8,917 | -18.3% | 0.05% | -19.4% |
| Q2 2022 | $658,000 | +178.8% | 10,910 | +253.5% | 0.06% | +244.4% |
| Q1 2022 | $236,000 | -32.4% | 3,086 | -26.1% | 0.02% | -30.8% |
| Q4 2021 | $349,000 | +2.9% | 4,176 | -10.1% | 0.03% | -7.1% |
| Q2 2021 | $339,000 | +26.0% | 4,643 | +12.4% | 0.03% | +12.0% |
| Q1 2021 | $269,000 | +27.5% | 4,129 | +251.4% | 0.02% | -26.5% |
| Q3 2019 | $211,000 | 0.0% | 1,175 | 0.0% | 0.03% | -5.6% |
| Q2 2019 | $211,000 | +3.9% | 1,175 | 0.0% | 0.04% | -7.7% |
| Q1 2019 | $203,000 | -2.4% | 1,175 | 0.0% | 0.04% | -15.2% |
| Q3 2018 | $208,000 | – | 1,175 | – | 0.05% | – |
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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% |