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. | 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% |