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 | $257,191 | -2.9% | 3,759 | 0.0% | 0.02% | +6.7% |
| Q2 2023 | $264,934 | +10.3% | 3,759 | 0.0% | 0.02% | +15.4% |
| Q1 2023 | $240,163 | +17.2% | 3,759 | +10.8% | 0.01% | -13.3% |
| Q2 2022 | $205,000 | -36.5% | 3,392 | -19.8% | 0.02% | -37.5% |
| Q1 2022 | $323,000 | -0.9% | 4,227 | +8.6% | 0.02% | +9.1% |
| Q4 2021 | $326,000 | +29.9% | 3,891 | +14.7% | 0.02% | +4.8% |
| Q3 2021 | $251,000 | +1.6% | 3,392 | 0.0% | 0.02% | +5.0% |
| Q2 2021 | $247,000 | +11.8% | 3,392 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $221,000 | +2.3% | 3,392 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $216,000 | – | 3,392 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |