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 | $10,154,897 | -5.5% | 148,420 | 0.0% | 1.23% | +0.7% |
| Q2 2023 | $10,748,577 | +11.7% | 148,420 | 0.0% | 1.22% | +4.9% |
| Q1 2023 | $9,620,585 | +10.8% | 148,420 | 0.0% | 1.17% | +2.4% |
| Q4 2022 | $8,682,570 | +1.1% | 148,420 | 0.0% | 1.14% | -18.9% |
| Q3 2022 | $8,586,000 | -4.4% | 148,420 | -0.2% | 1.40% | +5.3% |
| Q2 2022 | $8,977,000 | -20.2% | 148,748 | +1.0% | 1.33% | -8.1% |
| Q1 2022 | $11,247,000 | -8.0% | 147,253 | +0.8% | 1.45% | -8.9% |
| Q4 2021 | $12,226,000 | +13.2% | 146,120 | 0.0% | 1.59% | +9.9% |
| Q3 2021 | $10,800,000 | +1.6% | 146,120 | 0.0% | 1.45% | -1.5% |
| Q2 2021 | $10,627,000 | +11.6% | 146,120 | -0.1% | 1.47% | +7.1% |
| Q1 2021 | $9,519,000 | +2.5% | 146,195 | +0.5% | 1.37% | -7.2% |
| Q4 2020 | $9,288,000 | +10.5% | 145,540 | +300.0% | 1.48% | +22.2% |
| Q3 2020 | $8,408,000 | +9.1% | 36,385 | -2.1% | 1.21% | +26.4% |
| Q2 2020 | $7,709,000 | +25.7% | 37,154 | 0.0% | 0.96% | -3.9% |
| Q1 2020 | $6,132,000 | -14.2% | 37,154 | +0.7% | 1.00% | +52.1% |
| Q4 2019 | $7,146,000 | +3034.2% | 36,901 | +2814.8% | 0.66% | +2083.3% |
| Q3 2019 | $228,000 | – | 1,266 | – | 0.03% | – |
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% |