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 | $972,173 | +1.2% | 14,208 | +4.3% | 0.44% | +1.1% |
| Q2 2023 | $960,220 | +2.1% | 13,624 | -7.4% | 0.44% | -2.0% |
| Q1 2023 | $940,141 | +27.9% | 14,715 | +17.1% | 0.45% | +18.2% |
| Q4 2022 | $735,287 | -0.6% | 12,569 | -1.7% | 0.38% | -12.0% |
| Q3 2022 | $740,000 | -10.0% | 12,786 | -6.1% | 0.43% | -6.5% |
| Q2 2022 | $822,000 | -6.7% | 13,615 | +18.0% | 0.46% | -2.1% |
| Q1 2022 | $881,000 | -38.0% | 11,539 | -32.1% | 0.47% | -38.5% |
| Q4 2021 | $1,422,000 | +16.9% | 16,996 | +3.3% | 0.77% | +10.0% |
| Q3 2021 | $1,216,000 | +3.1% | 16,456 | +1.4% | 0.70% | -2.8% |
| Q2 2021 | $1,180,000 | -4.8% | 16,230 | -14.7% | 0.72% | -10.0% |
| Q1 2021 | $1,239,000 | +11.5% | 19,023 | +9.3% | 0.80% | +17.2% |
| Q4 2020 | $1,111,000 | -9.7% | 17,401 | +227.0% | 0.68% | -19.2% |
| Q3 2020 | $1,230,000 | +13.1% | 5,321 | +1.4% | 0.84% | +1.2% |
| Q2 2020 | $1,088,000 | +44.1% | 5,245 | +14.6% | 0.83% | +10.1% |
| Q1 2020 | $755,000 | -7.6% | 4,577 | +8.4% | 0.76% | +23.7% |
| Q4 2019 | $817,000 | – | 4,223 | – | 0.61% | – |
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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% |