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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $308,000 | -8.6% | 4,035 | +0.1% | 0.09% | -14.3% |
| Q4 2021 | $337,000 | +13.5% | 4,029 | +0.1% | 0.10% | -10.3% |
| Q3 2021 | $297,000 | +1.7% | 4,024 | +0.1% | 0.12% | -7.1% |
| Q2 2021 | $292,000 | +11.9% | 4,018 | +0.1% | 0.13% | -5.3% |
| Q1 2021 | $261,000 | +2.0% | 4,013 | +0.1% | 0.13% | -9.5% |
| Q4 2020 | $256,000 | -11.7% | 4,007 | +219.3% | 0.15% | -25.0% |
| Q3 2020 | $290,000 | +7.4% | 1,255 | +0.2% | 0.20% | -8.8% |
| Q2 2020 | $270,000 | -1.1% | 1,252 | -10.4% | 0.22% | -9.7% |
| Q4 2019 | $273,000 | – | 1,398 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |