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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $16,000 | -30.4% | 266 | -12.5% | 0.01% | -28.6% |
| Q1 2022 | $23,000 | +21.1% | 304 | +36.3% | 0.01% | +16.7% |
| Q4 2021 | $19,000 | -61.2% | 223 | -6.3% | 0.01% | -85.4% |
| Q2 2020 | $49,000 | -93.2% | 238 | -94.6% | 0.04% | -94.5% |
| Q1 2020 | $725,000 | -14.9% | 4,393 | -0.2% | 0.75% | -56.7% |
| Q4 2019 | $852,000 | -19.2% | 4,400 | -24.9% | 1.74% | -23.9% |
| Q3 2019 | $1,055,000 | +2.4% | 5,860 | +2.0% | 2.28% | -8.3% |
| Q2 2019 | $1,030,000 | 0.0% | 5,744 | -3.8% | 2.49% | -49.4% |
| Q1 2019 | $1,030,000 | – | 5,973 | – | 4.93% | – |
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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% |