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 | $526,629 | +34.0% | 7,697 | +13.3% | 0.01% | -7.1% |
Q3 2022 | $393,000 | -63.9% | 6,795 | -47.8% | 0.01% | -79.1% |
Q4 2021 | $1,088,000 | +77.5% | 13,006 | +56.7% | 0.07% | +36.7% |
Q3 2021 | $613,000 | +112.1% | 8,299 | +86.9% | 0.05% | +81.5% |
Q1 2021 | $289,000 | -30.4% | 4,441 | -31.8% | 0.03% | -38.6% |
Q4 2020 | $415,000 | -91.3% | 6,509 | -68.5% | 0.04% | -85.7% |
Q3 2020 | $4,775,000 | +80.7% | 20,665 | +62.3% | 0.31% | +67.8% |
Q2 2020 | $2,642,000 | +47.5% | 12,731 | +17.3% | 0.18% | +40.8% |
Q1 2020 | $1,791,000 | +80.9% | 10,850 | +112.2% | 0.13% | +120.3% |
Q4 2019 | $990,000 | +166.1% | 5,114 | +147.3% | 0.06% | +84.4% |
Q3 2019 | $372,000 | – | 2,068 | – | 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% |