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 2023 | $8,918,821 | -7.8% | 130,354 | -5.0% | 0.49% | -2.0% |
| Q2 2023 | $9,668,378 | +169.7% | 137,179 | +144.5% | 0.50% | +162.3% |
| Q1 2023 | $3,584,317 | +6.7% | 56,098 | -2.3% | 0.19% | -6.4% |
| Q4 2022 | $3,358,485 | -41.1% | 57,410 | -41.7% | 0.20% | -48.5% |
| Q3 2022 | $5,698,000 | -24.2% | 98,496 | -21.0% | 0.40% | -30.3% |
| Q2 2022 | $7,522,000 | +20794.4% | 124,642 | +25233.7% | 0.57% | +18833.3% |
| Q3 2021 | $36,000 | 0.0% | 492 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | +12.5% | 492 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $32,000 | -82.8% | 492 | -83.1% | 0.00% | -83.3% |
| Q4 2020 | $186,000 | +933.3% | 2,912 | +3681.8% | 0.02% | +800.0% |
| Q3 2020 | $18,000 | -18.2% | 77 | -27.4% | 0.00% | -33.3% |
| Q2 2020 | $22,000 | – | 106 | – | 0.00% | – |
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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% |