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 2022 | $539,000 | -9.0% | 7,064 | 0.0% | 0.03% | -5.6% |
| Q4 2021 | $592,000 | +14.1% | 7,064 | +0.6% | 0.04% | +2.9% |
| Q3 2021 | $519,000 | +1.6% | 7,024 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $511,000 | +11.8% | 7,024 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $457,000 | +2.0% | 7,024 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $448,000 | +10.3% | 7,024 | +300.0% | 0.03% | -2.9% |
| Q3 2020 | $406,000 | +11.2% | 1,756 | -0.1% | 0.04% | +2.9% |
| Q2 2020 | $365,000 | +24.1% | 1,757 | -1.5% | 0.03% | -5.6% |
| Q1 2020 | $294,000 | -18.8% | 1,784 | -1.5% | 0.04% | -2.7% |
| Q4 2019 | $362,000 | +14.6% | 1,812 | +3.1% | 0.04% | -2.6% |
| Q3 2019 | $316,000 | +0.3% | 1,757 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $315,000 | +4.0% | 1,757 | 0.0% | 0.04% | -2.6% |
| Q1 2019 | $303,000 | -2.9% | 1,757 | -15.2% | 0.04% | -22.0% |
| Q4 2018 | $312,000 | -32.3% | 2,072 | -20.4% | 0.05% | -19.4% |
| Q3 2018 | $461,000 | +1.8% | 2,602 | -6.6% | 0.06% | -19.5% |
| Q2 2018 | $453,000 | +4.9% | 2,785 | 0.0% | 0.08% | -3.8% |
| Q1 2018 | $432,000 | +63.0% | 2,785 | +70.5% | 0.08% | +70.2% |
| Q4 2017 | $265,000 | +18.3% | 1,633 | +4.7% | 0.05% | +6.8% |
| Q3 2017 | $224,000 | +5.2% | 1,560 | 0.0% | 0.04% | -12.0% |
| Q2 2017 | $213,000 | +3.9% | 1,560 | 0.0% | 0.05% | -9.1% |
| Q1 2017 | $205,000 | – | 1,560 | – | 0.06% | – |
Download | ||||||
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% |