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 | $314,116 | -3.9% | 4,591 | -1.1% | 0.09% | -1.1% |
| Q2 2023 | $327,027 | +10.3% | 4,640 | 0.0% | 0.09% | +5.9% |
| Q1 2023 | $296,450 | +9.2% | 4,640 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $271,440 | +1.1% | 4,640 | 0.0% | 0.08% | -7.7% |
| Q3 2022 | $268,424 | -4.1% | 4,640 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $280,024 | -26.3% | 4,640 | -6.8% | 0.09% | -23.1% |
| Q1 2022 | $380,067 | -8.7% | 4,976 | 0.0% | 0.12% | -7.1% |
| Q4 2021 | $416,342 | +13.2% | 4,976 | 0.0% | 0.13% | +2.4% |
| Q3 2021 | $367,776 | +1.6% | 4,976 | 0.0% | 0.12% | -6.1% |
| Q2 2021 | $361,904 | +11.7% | 4,976 | 0.0% | 0.13% | +1.6% |
| Q1 2021 | $323,987 | -53.1% | 4,976 | +39.4% | 0.13% | -63.4% |
| Q4 2019 | $691,164 | +8.2% | 3,569 | +0.6% | 0.35% | -3.8% |
| Q3 2019 | $638,599 | – | 3,547 | – | 0.37% | – |
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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% |