ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $752,141 | -2.9% | 10,993 | 0.0% | 0.10% | -4.0% |
| Q2 2023 | $774,787 | +10.3% | 10,993 | 0.0% | 0.10% | +4.1% |
| Q1 2023 | $702,343 | +9.2% | 10,993 | 0.0% | 0.10% | +3.2% |
| Q4 2022 | $643,091 | +114.4% | 10,993 | +111.9% | 0.09% | +70.9% |
| Q3 2022 | $300,000 | -7.4% | 5,187 | -3.6% | 0.06% | -32.1% |
| Q2 2022 | $324,000 | -91.1% | 5,378 | -98.1% | 0.08% | +62.0% |
| Q1 2022 | $3,643,000 | +1098.4% | 278,252 | +7538.0% | 0.05% | -41.2% |
| Q4 2021 | $304,000 | +13.0% | 3,643 | 0.0% | 0.08% | +11.8% |
| Q3 2021 | $269,000 | – | 3,643 | – | 0.08% | – |
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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% |