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 | $356,605 | -16.7% | 5,212 | -14.2% | 0.38% | -15.7% |
| Q2 2023 | $428,166 | +21.1% | 6,075 | +9.7% | 0.45% | +18.0% |
| Q1 2023 | $353,695 | +19.4% | 5,536 | +9.3% | 0.38% | +13.0% |
| Q4 2022 | $296,244 | -5.7% | 5,064 | -6.7% | 0.34% | -11.3% |
| Q3 2022 | $314,000 | -14.2% | 5,427 | -10.5% | 0.38% | -5.2% |
| Q2 2022 | $366,000 | -14.7% | 6,065 | +7.9% | 0.40% | -5.8% |
| Q1 2022 | $429,000 | -12.6% | 5,619 | -4.3% | 0.43% | -6.8% |
| Q4 2021 | $491,000 | – | 5,874 | – | 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% |