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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $250,000 | -19.9% | 3,272 | -12.3% | 0.06% | -32.6% |
| Q4 2021 | $312,000 | +13.0% | 3,733 | +0.1% | 0.09% | -1.1% |
| Q3 2021 | $276,000 | +1.8% | 3,729 | +0.1% | 0.09% | 0.0% |
| Q2 2021 | $271,000 | +10.2% | 3,724 | -1.5% | 0.09% | -4.3% |
| Q1 2021 | $246,000 | +2.1% | 3,780 | +0.2% | 0.09% | -26.6% |
| Q4 2020 | $241,000 | +17.6% | 3,774 | +326.0% | 0.13% | +0.8% |
| Q3 2020 | $205,000 | +75.2% | 886 | +23.2% | 0.13% | +53.0% |
| Q2 2018 | $117,000 | – | 719 | – | 0.08% | – |
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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% |