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 | $2,496,783 | -2.9% | 36,492 | 0.0% | 0.75% | -3.1% |
| Q2 2023 | $2,571,956 | +10.3% | 36,492 | 0.0% | 0.77% | +4.6% |
| Q1 2023 | $2,331,474 | +9.2% | 36,492 | 0.0% | 0.74% | +3.2% |
| Q4 2022 | $2,134,782 | +1.1% | 36,492 | 0.0% | 0.72% | -9.0% |
| Q3 2022 | $2,111,000 | -4.1% | 36,492 | 0.0% | 0.79% | +0.9% |
| Q2 2022 | $2,202,000 | -21.0% | 36,492 | 0.0% | 0.78% | -10.1% |
| Q1 2022 | $2,787,000 | -8.7% | 36,492 | 0.0% | 0.87% | -7.2% |
| Q4 2021 | $3,053,000 | +13.2% | 36,492 | 0.0% | 0.94% | +0.9% |
| Q3 2021 | $2,697,000 | +1.6% | 36,492 | 0.0% | 0.93% | +0.1% |
| Q2 2021 | $2,654,000 | +11.7% | 36,492 | 0.0% | 0.93% | +1.9% |
| Q1 2021 | $2,376,000 | +2.1% | 36,492 | 0.0% | 0.91% | -9.0% |
| Q4 2020 | $2,328,000 | +23.0% | 36,492 | +300.0% | 1.00% | +2.4% |
| Q3 2020 | $1,892,000 | 0.0% | 9,123 | 0.0% | 0.98% | 0.0% |
| Q2 2020 | $1,892,000 | +25.7% | 9,123 | 0.0% | 0.98% | -22.4% |
| Q1 2020 | $1,505,000 | -14.8% | 9,123 | 0.0% | 1.26% | +15.2% |
| Q4 2019 | $1,766,000 | +7.6% | 9,123 | 0.0% | 1.09% | -2.4% |
| Q3 2019 | $1,642,000 | +0.4% | 9,123 | 0.0% | 1.12% | -15.3% |
| Q2 2019 | $1,635,000 | -0.7% | 9,123 | -4.5% | 1.32% | -5.5% |
| Q1 2019 | $1,646,000 | +14.4% | 9,553 | 0.0% | 1.40% | +2.7% |
| Q4 2018 | $1,439,000 | – | 9,553 | – | 1.36% | – |
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% |