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 2022 | $491,000 | -4.1% | 8,487 | 0.0% | 0.08% | -9.3% |
| Q2 2022 | $512,000 | -21.0% | 8,487 | 0.0% | 0.09% | -16.5% |
| Q1 2022 | $648,000 | -3.1% | 8,487 | +6.1% | 0.10% | +1.0% |
| Q4 2021 | $669,000 | +13.2% | 8,000 | 0.0% | 0.10% | -12.8% |
| Q3 2021 | $591,000 | -8.9% | 8,000 | -10.4% | 0.12% | 0.0% |
| Q2 2021 | $649,000 | +24.6% | 8,928 | +11.6% | 0.12% | +14.7% |
| Q1 2021 | $521,000 | +4.4% | 8,000 | +2.2% | 0.10% | -2.9% |
| Q4 2020 | $499,000 | -42.0% | 7,824 | +19.6% | 0.10% | -82.0% |
| Q1 2017 | $861,000 | +5.9% | 6,543 | -2.0% | 0.58% | +27.8% |
| Q4 2016 | $813,000 | +0.1% | 6,675 | +0.0% | 0.46% | -9.0% |
| Q3 2016 | $812,000 | – | 6,674 | – | 0.50% | – |
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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% |