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 | $3,162,290 | -20.8% | 46,069 | -18.7% | 1.20% | -20.0% |
| Q2 2023 | $3,994,259 | +7.3% | 56,672 | -2.7% | 1.50% | +11.1% |
| Q1 2023 | $3,722,096 | -4.8% | 58,258 | -12.8% | 1.35% | -1.5% |
| Q4 2022 | $3,910,365 | -99.9% | 66,843 | -2.9% | 1.37% | -8.1% |
| Q3 2022 | $3,981,077,000 | +99203.5% | 68,817 | +3.6% | 1.50% | +0.9% |
| Q2 2022 | $4,009,000 | -31.9% | 66,444 | -13.8% | 1.48% | -19.9% |
| Q1 2022 | $5,888,000 | -22.3% | 77,098 | -14.9% | 1.85% | -20.4% |
| Q4 2021 | $7,578,000 | +23.1% | 90,565 | +8.7% | 2.32% | +13.5% |
| Q3 2021 | $6,155,000 | – | 83,280 | – | 2.05% | – |
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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% |