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 | $3,831,520 | -2.9% | 56,000 | 0.0% | 0.47% | +0.9% |
| Q2 2023 | $3,946,880 | +10.3% | 56,000 | 0.0% | 0.46% | +3.6% |
| Q1 2023 | $3,577,840 | +9.2% | 56,000 | 0.0% | 0.45% | +2.8% |
| Q4 2022 | $3,276,000 | +1.1% | 56,000 | 0.0% | 0.44% | -7.0% |
| Q3 2022 | $3,240,000 | -4.1% | 56,000 | 0.0% | 0.47% | +1.3% |
| Q2 2022 | $3,380,000 | -21.0% | 56,000 | 0.0% | 0.46% | -7.6% |
| Q1 2022 | $4,277,000 | -8.7% | 56,000 | 0.0% | 0.50% | -6.0% |
| Q4 2021 | $4,686,000 | +13.2% | 56,000 | 0.0% | 0.53% | +2.1% |
| Q3 2021 | $4,139,000 | +1.6% | 56,000 | 0.0% | 0.52% | +1.6% |
| Q2 2021 | $4,073,000 | +11.7% | 56,000 | 0.0% | 0.51% | +4.3% |
| Q1 2021 | $3,646,000 | -1.2% | 56,000 | -3.1% | 0.49% | -5.7% |
| Q4 2020 | $3,689,000 | +10.5% | 57,800 | +300.0% | 0.52% | -2.8% |
| Q3 2020 | $3,339,000 | -28.3% | 14,450 | -35.6% | 0.54% | -33.3% |
| Q2 2020 | $4,658,000 | +14.3% | 22,450 | -9.1% | 0.81% | -8.2% |
| Q1 2020 | $4,077,000 | -48.7% | 24,700 | -39.8% | 0.88% | -39.7% |
| Q4 2019 | $7,946,000 | +7.6% | 41,035 | 0.0% | 1.46% | -1.9% |
| Q3 2019 | $7,388,000 | – | 41,035 | – | 1.49% | – |
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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% |