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 | $619,920 | +8.1% | 8,883 | +7.7% | 0.36% | +11.3% |
| Q2 2023 | $573,568 | +6.0% | 8,246 | -2.7% | 0.32% | +3.9% |
| Q1 2023 | $541,218 | +11.5% | 8,471 | +2.1% | 0.31% | +8.5% |
| Q4 2022 | $485,499 | +23.2% | 8,295 | +21.5% | 0.28% | +15.5% |
| Q3 2022 | $394,000 | -5.7% | 6,825 | +0.4% | 0.24% | +0.4% |
| Q2 2022 | $418,000 | -14.0% | 6,800 | +0.5% | 0.24% | -5.1% |
| Q1 2022 | $486,000 | +0.8% | 6,767 | +2.0% | 0.26% | -5.9% |
| Q4 2021 | $482,000 | -18.6% | 6,632 | -11.4% | 0.27% | -15.7% |
| Q3 2021 | $592,000 | +8.8% | 7,489 | +0.1% | 0.32% | +2.2% |
| Q2 2021 | $544,000 | +5.8% | 7,478 | +0.1% | 0.32% | +0.6% |
| Q1 2021 | $514,000 | +115.1% | 7,469 | +104.1% | 0.32% | +108.6% |
| Q4 2020 | $239,000 | +7.2% | 3,660 | +300.9% | 0.15% | -3.2% |
| Q3 2020 | $223,000 | -7.1% | 913 | -21.0% | 0.16% | -25.0% |
| Q4 2019 | $240,000 | – | 1,156 | – | 0.21% | – |
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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% |