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 | $952,243 | -11.9% | 13,918 | -17.6% | 0.35% | -11.1% |
| Q1 2023 | $1,080,835 | -10.4% | 16,896 | -18.1% | 0.39% | -14.5% |
| Q4 2022 | $1,206,564 | -20.6% | 20,625 | -17.1% | 0.46% | -24.7% |
| Q3 2022 | $1,519,000 | -4.9% | 24,887 | -3.9% | 0.60% | -2.3% |
| Q2 2022 | $1,597,000 | -26.2% | 25,885 | -8.6% | 0.62% | -16.1% |
| Q1 2022 | $2,165,000 | -6.2% | 28,322 | -1.0% | 0.74% | -5.8% |
| Q4 2021 | $2,308,000 | -5.1% | 28,600 | -12.3% | 0.78% | -11.3% |
| Q3 2021 | $2,433,000 | -1.7% | 32,614 | -1.1% | 0.88% | -1.0% |
| Q2 2021 | $2,476,000 | +3.4% | 32,984 | -10.3% | 0.89% | -5.1% |
| Q1 2021 | $2,394,000 | -0.1% | 36,763 | -3.5% | 0.94% | -9.8% |
| Q4 2020 | $2,396,000 | +9.2% | 38,109 | +301.2% | 1.04% | -4.0% |
| Q3 2020 | $2,195,000 | +10.9% | 9,498 | -0.4% | 1.08% | +4.6% |
| Q2 2020 | $1,979,000 | +22.7% | 9,540 | -2.4% | 1.04% | +5.3% |
| Q1 2020 | $1,613,000 | -20.9% | 9,772 | -6.1% | 0.98% | 0.0% |
| Q4 2019 | $2,038,000 | +7.5% | 10,405 | -1.7% | 0.98% | -0.9% |
| Q3 2019 | $1,896,000 | -5.9% | 10,586 | -3.7% | 0.99% | -3.9% |
| Q2 2019 | $2,014,000 | +3.8% | 10,993 | -2.3% | 1.03% | +1.6% |
| Q1 2019 | $1,940,000 | +8.4% | 11,255 | -0.7% | 1.02% | +1.4% |
| Q4 2018 | $1,790,000 | -8.5% | 11,340 | -5.8% | 1.00% | -4.9% |
| Q2 2018 | $1,957,000 | – | 12,032 | – | 1.06% | – |
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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% |