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 | $1,475,182 | -2.7% | 21,561 | +0.2% | 0.28% | -1.4% |
| Q2 2023 | $1,516,438 | +10.3% | 21,516 | +0.0% | 0.29% | +3.6% |
| Q1 2023 | $1,374,288 | +5.1% | 21,510 | -3.8% | 0.28% | -4.5% |
| Q4 2022 | $1,308,101 | +9.2% | 22,361 | +8.0% | 0.29% | +2.1% |
| Q3 2022 | $1,197,946 | -4.0% | 20,708 | +0.2% | 0.28% | -4.0% |
| Q2 2022 | $1,247,271 | -21.3% | 20,667 | -0.4% | 0.30% | -10.8% |
| Q1 2022 | $1,584,112 | +247.4% | 20,740 | +280.6% | 0.33% | +162.2% |
| Q4 2021 | $456,002 | – | 5,450 | – | 0.13% | – |
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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% |