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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,301,946 | -2.6% | 77,491 | +0.3% | 2.24% | +0.8% |
| Q2 2023 | $5,444,777 | +9.9% | 77,253 | -0.4% | 2.22% | +6.8% |
| Q1 2023 | $4,955,838 | +7.8% | 77,568 | -1.3% | 2.08% | +34.8% |
| Q4 2022 | $4,595,306 | +0.3% | 78,552 | -0.8% | 1.55% | -27.5% |
| Q3 2022 | $4,581,000 | -16.7% | 79,188 | +0.2% | 2.13% | +4.9% |
| Q2 2022 | $5,502,000 | -11.5% | 79,016 | -3.0% | 2.03% | +2.4% |
| Q1 2022 | $6,220,000 | -9.5% | 81,438 | -0.8% | 1.98% | +35.0% |
| Q4 2021 | $6,871,000 | +2.7% | 82,116 | -0.1% | 1.47% | -8.1% |
| Q3 2021 | $6,692,000 | +10.2% | 82,161 | -1.6% | 1.60% | -14.1% |
| Q2 2021 | $6,074,000 | +11.7% | 83,513 | 0.0% | 1.86% | +1.0% |
| Q1 2021 | $5,438,000 | -5.6% | 83,513 | -7.2% | 1.84% | -7.3% |
| Q4 2020 | $5,758,000 | +8.9% | 89,969 | +293.2% | 1.99% | -27.4% |
| Q3 2020 | $5,287,000 | +13.0% | 22,881 | +1.5% | 2.74% | -16.0% |
| Q2 2020 | $4,680,000 | -23.5% | 22,553 | -39.1% | 3.26% | -35.0% |
| Q1 2020 | $6,117,000 | -32.3% | 37,061 | -20.5% | 5.01% | -3.5% |
| Q4 2019 | $9,029,000 | -1.4% | 46,627 | -8.3% | 5.19% | -13.0% |
| Q3 2019 | $9,157,000 | +2.7% | 50,866 | -1.7% | 5.97% | -1.8% |
| Q2 2019 | $8,920,000 | 0.0% | 51,752 | 0.0% | 6.07% | 0.0% |
| Q1 2019 | $8,920,000 | +15.9% | 51,752 | +1.3% | 6.07% | -2.3% |
| Q4 2018 | $7,697,000 | – | 51,087 | – | 6.22% | – |
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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% |