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 | $200 | -4.3% | 2,927 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $209 | -99.9% | 2,960 | -12.3% | 0.01% | -9.1% |
| Q2 2022 | $204,000 | -23.0% | 3,375 | -2.6% | 0.01% | -8.3% |
| Q1 2022 | $265,000 | -16.1% | 3,466 | -8.1% | 0.01% | -14.3% |
| Q4 2021 | $316,000 | -3.1% | 3,772 | -14.5% | 0.01% | -6.7% |
| Q3 2021 | $326,000 | +1.6% | 4,411 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $321,000 | +11.8% | 4,409 | +0.0% | 0.02% | -6.2% |
| Q1 2021 | $287,000 | -1.4% | 4,408 | -3.3% | 0.02% | -38.5% |
| Q4 2020 | $291,000 | +20.2% | 4,558 | +334.9% | 0.03% | +13.0% |
| Q3 2020 | $242,000 | +12.6% | 1,048 | +1.4% | 0.02% | +15.0% |
| Q2 2020 | $215,000 | -10.0% | 1,034 | -16.4% | 0.02% | -4.8% |
| Q4 2019 | $239,000 | – | 1,237 | – | 0.02% | – |
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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% |