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 | $6,893,600 | +107.2% | 100,754 | +113.4% | 0.23% | +109.3% |
| Q2 2023 | $3,326,842 | +7.9% | 47,203 | -2.2% | 0.11% | -3.6% |
| Q1 2023 | $3,083,692 | +9.3% | 48,266 | +0.1% | 0.11% | +9.8% |
| Q4 2022 | $2,820,843 | -8.7% | 48,220 | -9.8% | 0.10% | -23.9% |
| Q3 2022 | $3,091,000 | -6.6% | 53,439 | -2.6% | 0.13% | +31.4% |
| Q2 2022 | $3,311,000 | +5.3% | 54,862 | +33.3% | 0.10% | -46.3% |
| Q1 2022 | $3,144,000 | -8.3% | 41,164 | +0.5% | 0.19% | -43.5% |
| Q4 2021 | $3,428,000 | +5.2% | 40,973 | -7.1% | 0.34% | -1.5% |
| Q3 2021 | $3,259,000 | -18.1% | 44,093 | -19.4% | 0.34% | -8.8% |
| Q2 2021 | $3,978,000 | +11.3% | 54,695 | -0.4% | 0.37% | 0.0% |
| Q1 2021 | $3,574,000 | +1532.0% | 54,888 | +1500.7% | 0.37% | +1681.0% |
| Q4 2020 | $219,000 | -91.6% | 3,429 | -69.5% | 0.02% | -91.1% |
| Q3 2020 | $2,595,000 | -36.6% | 11,230 | -43.0% | 0.24% | -41.8% |
| Q2 2020 | $4,090,000 | +86.5% | 19,712 | +48.4% | 0.41% | +66.1% |
| Q1 2020 | $2,193,000 | +817.6% | 13,287 | +975.0% | 0.24% | +1066.7% |
| Q4 2019 | $239,000 | – | 1,236 | – | 0.02% | – |
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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% |