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 | $340,480 | +19.3% | 4,976 | +22.9% | 0.07% | +19.0% |
| Q2 2023 | $285,326 | -7.9% | 4,048 | -16.5% | 0.06% | -14.7% |
| Q1 2023 | $309,794 | -92.1% | 4,849 | -92.8% | 0.07% | -92.9% |
| Q4 2022 | $3,928,806 | +546.2% | 67,159 | +823.8% | 0.95% | +548.3% |
| Q4 2021 | $608,000 | -80.6% | 7,270 | -73.2% | 0.15% | -94.8% |
| Q4 2015 | $3,135,000 | -7.5% | 27,079 | -13.9% | 2.83% | -16.9% |
| Q3 2015 | $3,389,000 | -23.1% | 31,442 | -18.8% | 3.41% | -17.3% |
| Q2 2015 | $4,407,000 | -14.1% | 38,707 | -14.1% | 4.12% | -13.2% |
| Q1 2015 | $5,132,000 | -0.7% | 45,040 | -2.7% | 4.75% | -2.9% |
| Q4 2014 | $5,167,000 | – | 46,301 | – | 4.89% | – |
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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% |