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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $308,000 | -8.6% | 4,035 | +0.1% | 0.09% | -14.3% |
Q4 2021 | $337,000 | +13.5% | 4,029 | +0.1% | 0.10% | -10.3% |
Q3 2021 | $297,000 | +1.7% | 4,024 | +0.1% | 0.12% | -7.1% |
Q2 2021 | $292,000 | +11.9% | 4,018 | +0.1% | 0.13% | -5.3% |
Q1 2021 | $261,000 | +2.0% | 4,013 | +0.1% | 0.13% | -9.5% |
Q4 2020 | $256,000 | -11.7% | 4,007 | +219.3% | 0.15% | -25.0% |
Q3 2020 | $290,000 | +7.4% | 1,255 | +0.2% | 0.20% | -8.8% |
Q2 2020 | $270,000 | -1.1% | 1,252 | -10.4% | 0.22% | -9.7% |
Q4 2019 | $273,000 | – | 1,398 | – | 0.24% | – |
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% |