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 | $1,236,760 | -3.8% | 18,076 | -0.9% | 0.82% | -0.1% |
| Q2 2023 | $1,285,414 | +4.3% | 18,238 | -5.4% | 0.82% | +0.6% |
| Q1 2023 | $1,232,310 | +11.4% | 19,288 | +2.0% | 0.82% | +8.2% |
| Q4 2022 | $1,106,469 | +24.5% | 18,914 | +23.1% | 0.76% | +15.8% |
| Q3 2022 | $889,000 | +3.1% | 15,360 | +7.6% | 0.65% | +7.0% |
| Q2 2022 | $862,000 | -20.5% | 14,281 | +0.6% | 0.61% | -13.5% |
| Q1 2022 | $1,084,000 | +17.2% | 14,193 | +22.7% | 0.70% | +17.7% |
| Q4 2021 | $925,000 | +9.1% | 11,570 | +0.8% | 0.60% | 0.0% |
| Q3 2021 | $848,000 | -1.6% | 11,477 | -3.1% | 0.60% | -0.8% |
| Q2 2021 | $862,000 | +18.9% | 11,849 | +6.4% | 0.60% | +8.8% |
| Q1 2021 | $725,000 | +1.3% | 11,137 | -0.7% | 0.56% | -3.1% |
| Q4 2020 | $716,000 | +9.0% | 11,221 | +294.8% | 0.57% | -0.3% |
| Q3 2020 | $657,000 | -0.6% | 2,842 | -10.8% | 0.58% | -6.0% |
| Q2 2020 | $661,000 | +24.7% | 3,187 | -0.7% | 0.61% | +8.1% |
| Q1 2020 | $530,000 | -30.7% | 3,209 | -18.8% | 0.57% | -20.5% |
| Q4 2019 | $765,000 | – | 3,954 | – | 0.71% | – |
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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% |