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 | $104,477 | -2.9% | 1,527 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $107,623 | +109719.4% | 1,527 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $98 | +11.4% | 1,527 | +1.3% | 0.04% | +4.7% |
| Q4 2022 | $88 | -99.7% | 1,507 | +206.9% | 0.04% | +95.5% |
| Q3 2022 | $28,000 | -81.8% | 491 | -80.8% | 0.02% | -65.6% |
| Q2 2022 | $154,000 | +30.5% | 2,555 | +66.0% | 0.06% | +39.1% |
| Q1 2022 | $118,000 | -8.5% | 1,539 | 0.0% | 0.05% | -17.9% |
| Q4 2021 | $129,000 | +17.3% | 1,539 | +3.8% | 0.06% | +9.8% |
| Q3 2021 | $110,000 | +1.9% | 1,483 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $108,000 | +9.1% | 1,483 | -2.6% | 0.05% | +15.6% |
| Q1 2021 | $99,000 | +2.1% | 1,522 | +0.1% | 0.04% | 0.0% |
| Q4 2020 | $97,000 | +16.9% | 1,521 | +322.5% | 0.04% | -4.3% |
| Q3 2020 | $83,000 | +10.7% | 360 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $75,000 | +8.7% | 360 | +1.4% | 0.05% | +4.4% |
| Q4 2019 | $69,000 | – | 355 | – | 0.04% | – |
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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% |