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 | $40,505 | -2.9% | 592 | 0.0% | 0.03% | +3.1% |
Q2 2023 | $41,725 | +10.3% | 592 | 0.0% | 0.03% | +3.2% |
Q1 2023 | $37,823 | +9.2% | 592 | 0.0% | 0.03% | +3.3% |
Q4 2022 | $34,632 | +1.9% | 592 | 0.0% | 0.03% | +11.1% |
Q3 2022 | $34,000 | -5.6% | 592 | 0.0% | 0.03% | +3.8% |
Q2 2022 | $36,000 | -20.0% | 592 | 0.0% | 0.03% | -13.3% |
Q1 2022 | $45,000 | -10.0% | 592 | 0.0% | 0.03% | -6.2% |
Q4 2021 | $50,000 | +13.6% | 592 | 0.0% | 0.03% | +3.2% |
Q3 2021 | $44,000 | +2.3% | 592 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $43,000 | +10.3% | 592 | 0.0% | 0.03% | +3.3% |
Q1 2021 | $39,000 | +2.6% | 592 | 0.0% | 0.03% | -6.2% |
Q4 2020 | $38,000 | – | 592 | – | 0.03% | – |
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% |