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 | $36,400 | +1091.9% | 532 | +1137.2% | 0.00% | – |
| Q2 2023 | $3,054 | -63.8% | 43 | -67.4% | 0.00% | -100.0% |
| Q1 2023 | $8,434 | +234.5% | 132 | +207.0% | 0.00% | – |
| Q4 2022 | $2,521 | +26.0% | 43 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -33.3% | 43 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -25.0% | 43 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 43 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | +50.0% | 43 | +290.9% | 0.00% | – |
| Q3 2020 | $2,000 | -99.0% | 11 | -98.8% | 0.00% | -100.0% |
| Q2 2020 | $195,000 | +25.8% | 941 | 0.0% | 0.04% | +9.1% |
| Q1 2020 | $155,000 | -14.8% | 941 | 0.0% | 0.03% | +10.0% |
| Q4 2019 | $182,000 | +7.7% | 941 | +0.1% | 0.03% | 0.0% |
| Q3 2019 | $169,000 | 0.0% | 940 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $169,000 | +119.5% | 940 | +110.8% | 0.03% | +123.1% |
| Q1 2019 | $77,000 | +3750.0% | 446 | +4360.0% | 0.01% | – |
| Q4 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | -97.9% | 10 | -97.5% | 0.00% | -100.0% |
| Q1 2016 | $47,000 | – | 405 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |