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 | $2,126,885 | -7.6% | 31,086 | -4.8% | 0.36% | -5.1% |
| Q2 2023 | $2,301,303 | +15.2% | 32,652 | +4.5% | 0.38% | +7.4% |
| Q1 2023 | $1,996,920 | +9.0% | 31,256 | -0.2% | 0.35% | +3.9% |
| Q4 2022 | $1,832,488 | +9.9% | 31,325 | +9.7% | 0.34% | -4.0% |
| Q3 2022 | $1,667,000 | +1.3% | 28,563 | +7.8% | 0.35% | +5.7% |
| Q2 2022 | $1,645,000 | -11.7% | 26,501 | +6.0% | 0.33% | -3.5% |
| Q1 2022 | $1,863,000 | +2.0% | 25,011 | +10.8% | 0.34% | +1.2% |
| Q4 2021 | $1,827,000 | +10.3% | 22,578 | +0.7% | 0.34% | -5.0% |
| Q3 2021 | $1,657,000 | +3.3% | 22,417 | +1.6% | 0.36% | +3.8% |
| Q2 2021 | $1,604,000 | +5.0% | 22,061 | -5.9% | 0.34% | +0.9% |
| Q1 2021 | $1,527,000 | -1.0% | 23,446 | +0.7% | 0.34% | -4.5% |
| Q4 2020 | $1,543,000 | +15.6% | 23,272 | +308.2% | 0.36% | +1.1% |
| Q3 2020 | $1,335,000 | +10.1% | 5,701 | +1.3% | 0.35% | -0.8% |
| Q2 2020 | $1,213,000 | +33.4% | 5,630 | +8.5% | 0.36% | +10.9% |
| Q1 2020 | $909,000 | 0.0% | 5,189 | +11.8% | 0.32% | +19.7% |
| Q4 2019 | $909,000 | +15.8% | 4,640 | +3.4% | 0.27% | -1.1% |
| Q3 2019 | $785,000 | +3.6% | 4,489 | +6.1% | 0.27% | +1.1% |
| Q2 2019 | $758,000 | +9.7% | 4,231 | +5.6% | 0.27% | +2.7% |
| Q1 2019 | $691,000 | +54.6% | 4,008 | +35.1% | 0.26% | +41.6% |
| Q4 2018 | $447,000 | +14.0% | 2,967 | +34.7% | 0.18% | +17.8% |
| Q3 2018 | $392,000 | +83.2% | 2,203 | +67.5% | 0.16% | +76.4% |
| Q2 2018 | $214,000 | – | 1,315 | – | 0.09% | – |
Download | ||||||
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% |