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 | $3,700,965 | -8.7% | 54,092 | -6.0% | 0.44% | -5.3% |
| Q2 2023 | $4,055,029 | +9.0% | 57,534 | -1.2% | 0.47% | +3.5% |
| Q1 2023 | $3,718,999 | +7.5% | 58,209 | -1.6% | 0.45% | +4.1% |
| Q4 2022 | $3,460,662 | +26.0% | 59,157 | +24.6% | 0.44% | +14.2% |
| Q3 2022 | $2,746,000 | -2.0% | 47,461 | +2.2% | 0.38% | -39.9% |
| Q2 2022 | $2,803,000 | -23.4% | 46,448 | -3.0% | 0.63% | +45.7% |
| Q1 2022 | $3,659,000 | -8.9% | 47,905 | -0.2% | 0.44% | -10.1% |
| Q4 2021 | $4,018,000 | +13.2% | 48,019 | +0.0% | 0.48% | +2.1% |
| Q3 2021 | $3,548,000 | +3.6% | 48,005 | +1.9% | 0.47% | -37.1% |
| Q2 2021 | $3,426,000 | +14.9% | 47,106 | +2.8% | 0.75% | +3.7% |
| Q1 2021 | $2,983,000 | -2.5% | 45,818 | -4.4% | 0.73% | -8.3% |
| Q4 2020 | $3,059,000 | +12.6% | 47,930 | +307.8% | 0.79% | -6.5% |
| Q3 2020 | $2,716,000 | +4.3% | 11,753 | -6.3% | 0.85% | -6.1% |
| Q2 2020 | $2,603,000 | +27.0% | 12,544 | +1.0% | 0.90% | +2.0% |
| Q1 2020 | $2,050,000 | -27.8% | 12,419 | -15.4% | 0.88% | -14.2% |
| Q4 2019 | $2,841,000 | – | 14,673 | – | 1.03% | – |
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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% |