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 | $655,141 | -4.7% | 9,660 | -1.0% | 0.38% | +0.8% |
| Q2 2023 | $687,391 | +9.9% | 9,753 | -0.4% | 0.38% | +6.8% |
| Q1 2023 | $625,419 | -15.5% | 9,789 | -22.6% | 0.35% | -25.2% |
| Q4 2022 | $739,908 | -33.9% | 12,648 | -34.7% | 0.47% | -46.1% |
| Q3 2022 | $1,120,000 | -4.3% | 19,360 | -0.2% | 0.88% | -7.4% |
| Q2 2022 | $1,170,000 | -20.2% | 19,392 | +1.0% | 0.95% | -17.9% |
| Q1 2022 | $1,467,000 | -14.7% | 19,208 | -6.5% | 1.15% | -13.6% |
| Q4 2021 | $1,720,000 | – | 20,551 | – | 1.34% | – |
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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% |