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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $163,000 | -85.9% | 2,702 | -82.2% | 0.12% | -53.2% |
| Q1 2022 | $1,160,000 | -8.4% | 15,186 | +0.3% | 0.26% | -1.9% |
| Q4 2021 | $1,266,000 | +10.3% | 15,135 | -2.5% | 0.27% | +3.9% |
| Q3 2021 | $1,148,000 | +1.6% | 15,531 | 0.0% | 0.26% | +0.4% |
| Q2 2021 | $1,130,000 | +35.7% | 15,531 | +21.4% | 0.26% | +24.2% |
| Q1 2021 | $833,000 | +0.1% | 12,793 | -1.8% | 0.21% | +35.3% |
| Q4 2020 | $832,000 | +4.0% | 13,032 | +276.6% | 0.15% | -8.9% |
| Q3 2020 | $800,000 | +8.3% | 3,460 | -2.9% | 0.17% | +5.0% |
| Q2 2020 | $739,000 | +23.4% | 3,563 | -1.8% | 0.16% | +3.2% |
| Q1 2020 | $599,000 | -28.3% | 3,628 | -16.0% | 0.16% | -12.9% |
| Q4 2019 | $836,000 | -54.1% | 4,321 | -57.3% | 0.18% | -44.9% |
| Q3 2019 | $1,822,000 | -5.6% | 10,123 | -14.5% | 0.32% | -26.6% |
| Q2 2019 | $1,930,000 | +7.5% | 11,837 | +13.6% | 0.44% | +28.7% |
| Q1 2019 | $1,796,000 | +1.9% | 10,418 | -11.0% | 0.34% | -10.0% |
| Q4 2018 | $1,763,000 | -19.5% | 11,701 | -5.1% | 0.38% | -13.4% |
| Q3 2018 | $2,191,000 | +9.4% | 12,335 | +0.5% | 0.44% | +1.4% |
| Q2 2018 | $2,002,000 | -0.5% | 12,279 | -5.4% | 0.43% | -3.3% |
| Q1 2018 | $2,013,000 | +1.6% | 12,980 | +0.1% | 0.45% | -4.1% |
| Q4 2017 | $1,981,000 | – | 12,966 | – | 0.47% | – |
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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% |