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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |