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 | $74,988 | -24.0% | 1,096 | -21.7% | 0.04% | -19.1% |
| Q2 2023 | $98,667 | +11.7% | 1,400 | +1.2% | 0.05% | +2.2% |
| Q1 2023 | $88,332 | +34.7% | 1,383 | +23.4% | 0.05% | +39.4% |
| Q4 2022 | $65,581 | +0.9% | 1,121 | +0.1% | 0.03% | -10.8% |
| Q3 2022 | $65,000 | -4.4% | 1,120 | 0.0% | 0.04% | +5.7% |
| Q2 2022 | $68,000 | -20.9% | 1,120 | 0.0% | 0.04% | -16.7% |
| Q1 2022 | $86,000 | -8.5% | 1,120 | 0.0% | 0.04% | -6.7% |
| Q4 2021 | $94,000 | +13.3% | 1,120 | +0.1% | 0.04% | +2.3% |
| Q3 2021 | $83,000 | +591.7% | 1,119 | +562.1% | 0.04% | +528.6% |
| Q2 2021 | $12,000 | +9.1% | 169 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 169 | +302.4% | 0.01% | -12.5% |
| Q3 2020 | $10,000 | +11.1% | 42 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $9,000 | +28.6% | 42 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $7,000 | -12.5% | 42 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $8,000 | – | 42 | – | 0.01% | – |
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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% |