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 | $25,936,681 | +7.4% | 379,080 | +10.6% | 0.29% | +5.1% |
| Q2 2023 | $24,149,478 | +10.9% | 342,643 | +0.6% | 0.28% | +3.4% |
| Q1 2023 | $21,771,116 | +10.4% | 340,759 | +1.1% | 0.27% | +1.5% |
| Q4 2022 | $19,722,231 | +11.6% | 337,132 | +10.4% | 0.26% | -3.0% |
| Q3 2022 | $17,667,000 | +2.8% | 305,385 | +7.2% | 0.27% | +4.6% |
| Q2 2022 | $17,187,000 | -18.6% | 284,785 | +3.1% | 0.26% | -10.7% |
| Q1 2022 | $21,107,000 | -4.2% | 276,284 | +4.9% | 0.29% | -12.7% |
| Q4 2021 | $22,031,000 | +14.1% | 263,296 | +0.8% | 0.33% | +3.1% |
| Q3 2021 | $19,306,000 | -5.1% | 261,210 | -6.6% | 0.32% | -12.7% |
| Q2 2021 | $20,346,000 | +18.0% | 279,682 | +5.6% | 0.37% | -0.3% |
| Q1 2021 | $17,244,000 | -15.9% | 264,804 | -17.6% | 0.37% | -24.2% |
| Q4 2020 | $20,504,000 | -45.3% | 321,175 | +97.9% | 0.49% | -18.8% |
| Q3 2020 | $37,501,000 | +81.3% | 162,282 | +62.7% | 0.60% | +0.8% |
| Q2 2020 | $20,681,000 | +27.4% | 99,740 | +1.4% | 0.60% | +23.1% |
| Q1 2020 | $16,234,000 | -10.3% | 98,393 | +5.3% | 0.48% | +15.2% |
| Q4 2019 | $18,104,000 | +159.8% | 93,450 | +141.7% | 0.42% | +48.9% |
| Q3 2019 | $6,968,000 | +22.0% | 38,668 | +21.3% | 0.28% | +11.9% |
| Q2 2019 | $5,712,000 | +16.6% | 31,866 | +12.2% | 0.25% | -3.1% |
| Q1 2019 | $4,897,000 | +29.7% | 28,411 | +13.3% | 0.26% | -59.1% |
| Q4 2018 | $3,777,000 | – | 25,079 | – | 0.64% | – |
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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% |