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 | $2,667,600 | -11.2% | 38,989 | -8.5% | 0.26% | -12.7% |
| Q2 2023 | $3,003,195 | +7.4% | 42,611 | -2.6% | 0.30% | -1.3% |
| Q1 2023 | $2,796,352 | +9.6% | 43,768 | +0.3% | 0.30% | -0.3% |
| Q4 2022 | $2,552,254 | +81.4% | 43,628 | +79.3% | 0.30% | +52.5% |
| Q3 2022 | $1,407,000 | +383.5% | 24,326 | +404.8% | 0.20% | +300.0% |
| Q2 2022 | $291,000 | -21.1% | 4,819 | -0.3% | 0.05% | -15.3% |
| Q1 2022 | $369,000 | -90.7% | 4,834 | -89.8% | 0.06% | -90.6% |
| Q4 2021 | $3,963,000 | +13565.5% | 47,360 | +12106.2% | 0.63% | +10383.3% |
| Q3 2021 | $29,000 | +480.0% | 388 | +1193.3% | 0.01% | +100.0% |
| Q1 2020 | $5,000 | -73.7% | 30 | -70.0% | 0.00% | -72.7% |
| Q4 2019 | $19,000 | – | 100 | – | 0.01% | – |
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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% |