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 | $72,455 | +114.4% | 1,058,981 | +120.9% | 0.40% | +115.6% |
| Q2 2023 | $33,792 | +48.9% | 479,458 | +34.9% | 0.19% | +15.5% |
| Q1 2023 | $22,702 | +1.8% | 355,325 | -6.8% | 0.16% | +10.3% |
| Q4 2022 | $22,294 | -99.9% | 381,100 | -4.1% | 0.15% | -16.1% |
| Q3 2022 | $22,977,000 | -21.3% | 397,188 | -17.9% | 0.17% | -21.6% |
| Q2 2022 | $29,214,000 | -20.4% | 484,080 | +0.8% | 0.22% | -14.3% |
| Q1 2022 | $36,698,000 | +12.5% | 480,465 | +23.2% | 0.26% | +10.2% |
| Q4 2021 | $32,624,000 | +31.7% | 389,908 | +16.4% | 0.24% | +19.3% |
| Q3 2021 | $24,768,000 | +0.7% | 335,110 | -1.0% | 0.20% | -4.8% |
| Q2 2021 | $24,607,000 | +8.0% | 338,333 | -3.3% | 0.21% | -5.0% |
| Q1 2021 | $22,787,000 | +3.6% | 349,973 | +1.5% | 0.22% | -7.2% |
| Q4 2020 | $22,004,000 | +8.6% | 344,784 | +293.3% | 0.24% | -7.5% |
| Q3 2020 | $20,260,000 | +6.7% | 87,675 | -4.2% | 0.25% | 0.0% |
| Q2 2020 | $18,981,000 | +23.2% | 91,481 | -2.0% | 0.25% | -4.2% |
| Q1 2020 | $15,404,000 | -9.3% | 93,328 | +6.4% | 0.26% | +9.1% |
| Q4 2019 | $16,990,000 | +19.4% | 87,740 | +11.0% | 0.24% | +6.1% |
| Q3 2019 | $14,226,000 | -32.4% | 79,020 | -32.7% | 0.23% | -24.2% |
| Q2 2019 | $21,038,000 | +0.9% | 117,376 | -3.0% | 0.30% | -6.5% |
| Q1 2019 | $20,855,000 | -17.6% | 120,996 | -28.0% | 0.32% | -29.0% |
| Q4 2018 | $25,304,000 | -9.6% | 167,942 | +6.3% | 0.46% | -3.6% |
| Q3 2018 | $28,000,000 | +73.3% | 158,041 | +59.1% | 0.47% | +34.1% |
| Q2 2018 | $16,156,000 | +5.6% | 99,354 | +0.7% | 0.35% | +8.6% |
| Q1 2018 | $15,305,000 | -37.1% | 98,695 | -38.0% | 0.32% | -30.0% |
| Q4 2017 | $24,335,000 | -24.8% | 159,289 | -29.4% | 0.46% | -30.8% |
| Q3 2017 | $32,361,000 | +52.9% | 225,635 | +45.9% | 0.67% | +64.4% |
| Q2 2017 | $21,161,000 | – | 154,632 | – | 0.41% | – |
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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% |