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 | $276,311 | -2.2% | 4,038 | +0.8% | 0.09% | +4.7% |
| Q2 2023 | $282,446 | +10.3% | 4,007 | 0.0% | 0.09% | +3.6% |
| Q1 2023 | $256,037 | +9.2% | 4,007 | 0.0% | 0.08% | +3.8% |
| Q4 2022 | $234,436 | +1.0% | 4,007 | 0.0% | 0.08% | -10.1% |
| Q3 2022 | $232,000 | -11.5% | 4,007 | -7.8% | 0.09% | +32.8% |
| Q2 2022 | $262,000 | -22.3% | 4,347 | -1.4% | 0.07% | -9.5% |
| Q1 2022 | $337,000 | -96.5% | 4,407 | +3765.8% | 0.07% | +722.2% |
| Q4 2021 | $9,538,000 | +2640.8% | 114 | -97.6% | 0.01% | -89.0% |
| Q3 2021 | $348,000 | -3.6% | 4,707 | -5.1% | 0.08% | -3.5% |
| Q2 2021 | $361,000 | +11.8% | 4,962 | +0.1% | 0.08% | +2.4% |
| Q1 2021 | $323,000 | +2.2% | 4,956 | +0.1% | 0.08% | -6.7% |
| Q4 2020 | $316,000 | – | 4,949 | – | 0.09% | – |
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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% |