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 | $531,145 | -4.7% | 7,763 | -1.8% | 0.10% | 0.0% |
| Q2 2023 | $557,286 | +10.3% | 7,907 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $505,179 | +14.8% | 7,907 | +5.1% | 0.10% | +2.0% |
| Q4 2022 | $439,978 | -17.1% | 7,521 | -18.1% | 0.10% | -27.9% |
| Q3 2022 | $531,000 | -4.2% | 9,187 | 0.0% | 0.14% | -1.4% |
| Q2 2022 | $554,000 | +357.9% | 9,187 | +481.1% | 0.14% | +407.1% |
| Q1 2022 | $121,000 | -1.6% | 1,581 | +7.6% | 0.03% | -6.7% |
| Q4 2021 | $123,000 | +21.8% | 1,470 | +7.3% | 0.03% | +11.1% |
| Q3 2021 | $101,000 | +2.0% | 1,370 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $99,000 | +16.5% | 1,368 | +4.7% | 0.03% | +3.8% |
| Q1 2021 | $85,000 | +3.7% | 1,307 | +1.8% | 0.03% | -7.1% |
| Q4 2020 | $82,000 | -29.9% | 1,284 | +153.3% | 0.03% | -40.4% |
| Q3 2020 | $117,000 | +11.4% | 507 | 0.0% | 0.05% | +6.8% |
| Q2 2020 | $105,000 | +26.5% | 507 | +0.2% | 0.04% | +7.3% |
| Q1 2020 | $83,000 | – | 506 | – | 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% |