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 | $9,464,000 | -11.9% | 123,909 | -3.5% | 4.13% | -6.9% |
| Q4 2021 | $10,739,000 | +4.4% | 128,345 | -7.8% | 4.43% | +2.2% |
| Q3 2021 | $10,288,000 | -1.7% | 139,192 | -3.3% | 4.34% | +2.7% |
| Q2 2021 | $10,466,000 | +9.3% | 143,900 | -2.1% | 4.22% | -2.3% |
| Q1 2021 | $9,572,000 | +1.7% | 147,008 | -0.3% | 4.32% | -1.8% |
| Q4 2020 | $9,410,000 | +10.2% | 147,444 | +299.0% | 4.40% | -1.8% |
| Q3 2020 | $8,539,000 | +11.4% | 36,951 | +0.0% | 4.48% | +6.6% |
| Q2 2020 | $7,664,000 | +17.4% | 36,939 | -6.6% | 4.20% | +7.0% |
| Q1 2020 | $6,529,000 | -35.6% | 39,556 | -24.5% | 3.92% | -10.2% |
| Q4 2019 | $10,144,000 | -6.3% | 52,387 | -12.9% | 4.37% | -12.6% |
| Q3 2019 | $10,829,000 | -2.5% | 60,152 | -2.9% | 5.00% | -5.8% |
| Q2 2019 | $11,106,000 | +1.0% | 61,963 | -2.9% | 5.31% | -9.2% |
| Q1 2019 | $10,994,000 | – | 63,784 | – | 5.84% | – |
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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% |