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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,902,191 | +9.1% | 105,221 | -0.6% | 0.80% | +1.1% |
| Q3 2023 | $7,245,923 | -3.3% | 105,903 | -0.4% | 0.80% | +1.8% |
| Q2 2023 | $7,496,724 | +10.1% | 106,367 | -0.2% | 0.78% | +7.3% |
| Q1 2023 | $6,807,198 | +105307.2% | 106,546 | -3.5% | 0.73% | +4.4% |
| Q4 2022 | $6,458 | -99.9% | 110,397 | -22.9% | 0.70% | -31.4% |
| Q3 2022 | $8,283,000 | -6.1% | 143,188 | -2.1% | 1.02% | -5.5% |
| Q2 2022 | $8,824,000 | -18.8% | 146,202 | +2.7% | 1.08% | -7.0% |
| Q1 2022 | $10,873,000 | -11.9% | 142,357 | -3.5% | 1.16% | -7.2% |
| Q4 2021 | $12,339,000 | +17.1% | 147,473 | +3.4% | 1.25% | +8.0% |
| Q3 2021 | $10,536,000 | +4.1% | 142,559 | +2.4% | 1.16% | +4.5% |
| Q2 2021 | $10,124,000 | +16.3% | 139,209 | +4.1% | 1.10% | +13.6% |
| Q1 2021 | $8,704,000 | -4.4% | 133,674 | -6.3% | 0.97% | -9.0% |
| Q4 2020 | $9,105,000 | +3348.9% | 142,652 | +5283.1% | 1.07% | +1996.1% |
| Q1 2014 | $264,000 | – | 2,650 | – | 0.05% | – |
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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% |