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 | $910,254 | -2.9% | 13,304 | 0.0% | 0.32% | -4.8% |
| Q2 2023 | $937,661 | +10.4% | 13,304 | +0.1% | 0.33% | +0.3% |
| Q1 2023 | $849,116 | +9.4% | 13,290 | +0.2% | 0.33% | -4.9% |
| Q4 2022 | $776,000 | +13.5% | 13,261 | +12.2% | 0.35% | +1.2% |
| Q3 2022 | $684,000 | -0.9% | 11,815 | +3.3% | 0.34% | -7.8% |
| Q2 2022 | $690,000 | -20.9% | 11,433 | +0.1% | 0.37% | -3.4% |
| Q1 2022 | $872,000 | -8.6% | 11,418 | +0.2% | 0.39% | -6.5% |
| Q4 2021 | $954,000 | +13.3% | 11,399 | +0.1% | 0.41% | +1.5% |
| Q3 2021 | $842,000 | +12.9% | 11,386 | -0.6% | 0.41% | +2.8% |
| Q2 2021 | $746,000 | 0.0% | 11,459 | 0.0% | 0.40% | 0.0% |
| Q1 2021 | $746,000 | 0.0% | 11,459 | -1.9% | 0.40% | -14.6% |
| Q4 2020 | $746,000 | – | 11,684 | – | 0.46% | – |
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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% |