ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,891 | -2.9% | 2,980 | 0.0% | 0.11% | -3.4% |
| Q2 2023 | $210,030 | -95.9% | 2,980 | -95.6% | 0.12% | -96.2% |
| Q1 2022 | $5,121,000 | -0.8% | 67,045 | +8.7% | 3.10% | +0.3% |
| Q4 2021 | $5,163,000 | +17.4% | 61,703 | +3.7% | 3.09% | +0.5% |
| Q3 2021 | $4,399,000 | +71.6% | 59,520 | +51.1% | 3.08% | +49.1% |
| Q1 2021 | $2,564,000 | -46.8% | 39,382 | -47.8% | 2.06% | -68.1% |
| Q4 2020 | $4,819,000 | +6.9% | 75,502 | +287.1% | 6.45% | +1.9% |
| Q3 2020 | $4,507,000 | +4.3% | 19,505 | -6.3% | 6.33% | -1.2% |
| Q2 2020 | $4,320,000 | +17.3% | 20,822 | -6.7% | 6.41% | -1.2% |
| Q1 2020 | $3,684,000 | -3.2% | 22,320 | +13.5% | 6.48% | +20.3% |
| Q4 2019 | $3,807,000 | +29.8% | 19,664 | +20.8% | 5.39% | +13.1% |
| Q3 2019 | $2,932,000 | +76.1% | 16,284 | +75.3% | 4.76% | +71.5% |
| Q2 2019 | $1,665,000 | +27.7% | 9,289 | +7.3% | 2.78% | -6.5% |
| Q4 2018 | $1,304,000 | – | 8,655 | – | 2.97% | – |
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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% |