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 | $1,852,394 | -3.2% | 26,986 | -0.6% | 0.42% | -1.4% |
| Q2 2023 | $1,913,884 | +5.9% | 27,155 | -4.0% | 0.43% | +1.9% |
| Q1 2023 | $1,807,256 | +6.9% | 28,287 | -2.1% | 0.42% | -0.5% |
| Q4 2022 | $1,690,826 | -27.2% | 28,903 | -28.0% | 0.42% | -28.8% |
| Q3 2022 | $2,323,000 | -5.4% | 40,154 | -1.3% | 0.59% | -3.1% |
| Q2 2022 | $2,455,000 | -43.2% | 40,686 | -28.1% | 0.61% | -38.7% |
| Q1 2022 | $4,322,000 | -10.7% | 56,583 | -2.2% | 0.99% | -9.1% |
| Q4 2021 | $4,842,000 | +0.2% | 57,872 | -11.5% | 1.09% | -7.2% |
| Q3 2021 | $4,832,000 | -1.5% | 65,381 | -3.1% | 1.18% | -4.4% |
| Q2 2021 | $4,905,000 | -22.4% | 67,441 | -30.5% | 1.23% | -30.0% |
| Q1 2021 | $6,322,000 | -22.3% | 97,095 | -23.8% | 1.76% | +0.4% |
| Q4 2020 | $8,132,000 | – | 127,428 | – | 1.76% | – |
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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% |