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 | $350,882 | -1.6% | 5,128 | +1.4% | 0.36% | +10.9% |
| Q2 2023 | $356,515 | +62.9% | 5,058 | +47.6% | 0.32% | +61.6% |
| Q1 2023 | $218,895 | -13.8% | 3,426 | -22.0% | 0.20% | -28.3% |
| Q3 2022 | $254,000 | +2.0% | 4,391 | +6.4% | 0.28% | +29.6% |
| Q2 2022 | $249,000 | -5.0% | 4,128 | +20.3% | 0.21% | +14.5% |
| Q1 2022 | $262,000 | +21.9% | 3,430 | +33.5% | 0.19% | +24.0% |
| Q4 2021 | $215,000 | -95.0% | 2,569 | -95.6% | 0.15% | -95.1% |
| Q2 2021 | $4,280,000 | – | 58,842 | – | 3.07% | – |
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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% |