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 | $1,047,373 | -5.4% | 15,308 | -2.6% | 0.60% | -3.1% |
| Q2 2023 | $1,107,664 | +10.3% | 15,716 | 0.0% | 0.62% | +3.9% |
| Q1 2023 | $1,004,095 | +9.2% | 15,716 | 0.0% | 0.60% | +1.7% |
| Q4 2022 | $919,386 | +1.1% | 15,716 | 0.0% | 0.58% | -14.2% |
| Q3 2022 | $909,000 | -4.1% | 15,716 | 0.0% | 0.68% | -1.6% |
| Q2 2022 | $948,000 | -21.0% | 15,716 | 0.0% | 0.69% | -13.0% |
| Q1 2022 | $1,200,000 | -8.7% | 15,716 | 0.0% | 0.80% | -11.1% |
| Q4 2021 | $1,315,000 | – | 15,716 | – | 0.90% | – |
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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% |