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 | $30 | -3.2% | 444 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $31 | +10.7% | 444 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $28 | +12.0% | 444 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25 | -99.9% | 444 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -3.7% | 444 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -32.5% | 444 | -14.5% | 0.00% | -33.3% |
| Q1 2022 | $40,000 | -7.0% | 519 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +13.2% | 519 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $38,000 | 0.0% | 519 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | -13.6% | 519 | -22.8% | 0.01% | -14.3% |
| Q1 2021 | $44,000 | +2.3% | 672 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $43,000 | +7.5% | 672 | +293.0% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | +14.3% | 171 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,000 | -37.5% | 171 | -50.0% | 0.01% | +14.3% |
| Q1 2020 | $56,000 | – | 342 | – | 0.01% | – |
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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% |