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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520 | -3.0% | 7,606 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $536 | +10.1% | 7,606 | 0.0% | 0.10% | +2.1% |
| Q1 2023 | $487 | +1.0% | 7,606 | -7.5% | 0.09% | -6.0% |
| Q4 2022 | $482 | -99.9% | 8,227 | -36.0% | 0.10% | -46.5% |
| Q3 2022 | $750,000 | -2.3% | 12,856 | +3.9% | 0.19% | -4.6% |
| Q2 2022 | $768,000 | -9.9% | 12,368 | +8.1% | 0.20% | +24.1% |
| Q1 2022 | $852,000 | -67.0% | 11,444 | -63.0% | 0.16% | -66.6% |
| Q4 2021 | $2,580,000 | +194.5% | 30,900 | +163.5% | 0.47% | +158.5% |
| Q3 2021 | $876,000 | +11.0% | 11,726 | +8.1% | 0.18% | +7.0% |
| Q2 2021 | $789,000 | +11.8% | 10,844 | 0.0% | 0.17% | +1.8% |
| Q1 2021 | $706,000 | +2.0% | 10,844 | 0.0% | 0.17% | -4.5% |
| Q4 2020 | $692,000 | +9.3% | 10,844 | 0.0% | 0.18% | -4.3% |
| Q3 2020 | $633,000 | +12.4% | 10,844 | +300.0% | 0.18% | +2.8% |
| Q2 2020 | $563,000 | +26.0% | 2,711 | 0.0% | 0.18% | -0.6% |
| Q1 2020 | $447,000 | -14.9% | 2,711 | 0.0% | 0.18% | -6.7% |
| Q4 2019 | $525,000 | -79.0% | 2,711 | -81.1% | 0.19% | -82.3% |
| Q3 2019 | $2,503,000 | -4.8% | 14,312 | -1.5% | 1.09% | -5.4% |
| Q2 2019 | $2,629,000 | +4.0% | 14,534 | -0.9% | 1.15% | -18.7% |
| Q1 2019 | $2,528,000 | +14.1% | 14,667 | -0.2% | 1.42% | -6.3% |
| Q4 2018 | $2,215,000 | -16.9% | 14,698 | -2.3% | 1.52% | -12.5% |
| Q3 2018 | $2,665,000 | +6.8% | 15,043 | -2.0% | 1.73% | -11.3% |
| Q2 2018 | $2,496,000 | +5.1% | 15,352 | +0.2% | 1.95% | -2.8% |
| Q1 2018 | $2,375,000 | +1.1% | 15,317 | -0.3% | 2.01% | -0.6% |
| Q4 2017 | $2,348,000 | – | 15,369 | – | 2.02% | – |
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% |