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 | $720,120 | -7.9% | 10,525 | -5.1% | 0.19% | -0.5% |
| Q2 2023 | $781,623 | +13.0% | 11,090 | +2.5% | 0.19% | +2.2% |
| Q1 2023 | $691,418 | -9.0% | 10,822 | -16.7% | 0.19% | -18.1% |
| Q4 2022 | $759,798 | -0.4% | 12,988 | -1.6% | 0.23% | -7.0% |
| Q3 2022 | $763,000 | +39.5% | 13,197 | +45.5% | 0.24% | +48.8% |
| Q2 2022 | $547,000 | +754.7% | 9,069 | +2835.0% | 0.16% | +583.3% |
| Q2 2020 | $64,000 | -17.9% | 309 | -34.9% | 0.02% | -33.3% |
| Q1 2020 | $78,000 | -18.8% | 475 | 0.0% | 0.04% | +2.9% |
| Q4 2019 | $96,000 | – | 475 | – | 0.04% | – |
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% |