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 | $221,950 | -9.9% | 3,157 | -8.7% | 0.07% | -9.1% |
| Q2 2023 | $246,280 | +3.6% | 3,456 | -6.9% | 0.08% | -6.1% |
| Q1 2023 | $237,797 | +8.5% | 3,712 | -0.3% | 0.08% | +1.2% |
| Q4 2022 | $219,191 | -35.5% | 3,722 | +13.4% | 0.08% | -43.0% |
| Q3 2022 | $340,000 | +20.1% | 3,282 | -27.7% | 0.14% | -7.8% |
| Q2 2022 | $283,000 | -18.7% | 4,542 | -0.2% | 0.15% | -1.3% |
| Q1 2022 | $348,000 | -2.2% | 4,553 | +128.6% | 0.16% | -46.4% |
| Q4 2021 | $356,000 | +4.7% | 1,992 | 0.0% | 0.29% | -1.7% |
| Q3 2021 | $340,000 | +13.3% | 1,992 | -51.8% | 0.30% | +12.1% |
| Q2 2021 | $300,000 | – | 4,129 | – | 0.26% | – |
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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% |