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 | $219,138 | -13.0% | 3,203 | -10.3% | 0.01% | +20.0% |
| Q2 2023 | $251,743 | +10.3% | 3,572 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $228,204 | +9.2% | 3,572 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $208,952 | -69.8% | 3,572 | -70.1% | 0.01% | -67.7% |
| Q3 2022 | $692,000 | +16.1% | 11,960 | +21.2% | 0.03% | +34.8% |
| Q2 2022 | $596,000 | -36.4% | 9,870 | -19.6% | 0.02% | -39.5% |
| Q1 2022 | $937,000 | -8.8% | 12,270 | 0.0% | 0.04% | -11.6% |
| Q4 2021 | $1,027,000 | +21.5% | 12,270 | +7.3% | 0.04% | +2.4% |
| Q3 2021 | $845,000 | +7.4% | 11,434 | +5.7% | 0.04% | +7.7% |
| Q2 2021 | $787,000 | +11.8% | 10,815 | 0.0% | 0.04% | +2.6% |
| Q1 2021 | $704,000 | -99.9% | 10,815 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $690,202,000 | +15.2% | 10,815 | +317.2% | 0.04% | +2.6% |
| Q3 2020 | $598,920,000 | +111223.4% | 2,592 | 0.0% | 0.04% | +550.0% |
| Q2 2020 | $538,000 | +25.7% | 2,592 | 0.0% | 0.01% | -33.3% |
| Q1 2020 | $428,000 | – | 2,592 | – | 0.01% | – |
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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% |