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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $425,507 | -84.2% | 6,660 | -79.3% | 0.00% | -80.0% |
| Q4 2021 | $2,694,000 | +409.3% | 32,196 | +350.1% | 0.01% | +150.0% |
| Q3 2021 | $529,000 | -42.4% | 7,153 | -43.3% | 0.00% | -50.0% |
| Q2 2021 | $918,000 | +456.4% | 12,618 | +1165.6% | 0.00% | +100.0% |
| Q1 2020 | $165,000 | -77.3% | 997 | -76.3% | 0.00% | -33.3% |
| Q1 2019 | $726,000 | +255.9% | 4,208 | +211.0% | 0.00% | +50.0% |
| Q4 2018 | $204,000 | -34.0% | 1,353 | -28.8% | 0.00% | -60.0% |
| Q2 2018 | $309,000 | – | 1,899 | – | 0.01% | – |
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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% |