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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,257,282 | +161.9% | 21,492 | +159.0% | 0.11% | +141.3% |
| Q3 2022 | $480,000 | -4.2% | 8,298 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $501,000 | -24.8% | 8,298 | -4.8% | 0.05% | -19.0% |
| Q1 2022 | $666,000 | +1259.2% | 8,718 | +1400.5% | 0.06% | +866.7% |
| Q4 2021 | $49,000 | -92.4% | 581 | -93.3% | 0.01% | -90.5% |
| Q3 2021 | $644,000 | +1.6% | 8,718 | 0.0% | 0.06% | -6.0% |
| Q2 2021 | $634,000 | +19.2% | 8,718 | +6.6% | 0.07% | +8.1% |
| Q1 2021 | $532,000 | -0.9% | 8,177 | -2.8% | 0.06% | -10.1% |
| Q4 2020 | $537,000 | +10.5% | 8,416 | +300.0% | 0.07% | -6.8% |
| Q3 2020 | $486,000 | -9.5% | 2,104 | -18.6% | 0.07% | -20.4% |
| Q2 2020 | $537,000 | +19.6% | 2,586 | -5.0% | 0.09% | -7.9% |
| Q1 2020 | $449,000 | +277.3% | 2,721 | +341.0% | 0.10% | +339.1% |
| Q4 2019 | $119,000 | +7.2% | 617 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $111,000 | -41.3% | 617 | -41.4% | 0.02% | -42.9% |
| Q2 2019 | $189,000 | +4.4% | 1,053 | 0.0% | 0.04% | -16.0% |
| Q1 2019 | $181,000 | +11.0% | 1,053 | +14.7% | 0.05% | -2.0% |
| Q3 2018 | $163,000 | -12.8% | 918 | -20.0% | 0.05% | -22.7% |
| Q2 2018 | $187,000 | +5.1% | 1,148 | 0.0% | 0.07% | -2.9% |
| Q1 2018 | $178,000 | -1.1% | 1,148 | -2.6% | 0.07% | -2.9% |
| Q4 2017 | $180,000 | – | 1,179 | – | 0.07% | – |
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% |