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 | $70,472 | -2.7% | 1,030 | +0.2% | 0.06% | 0.0% |
| Q2 2023 | $72,453 | +233.5% | 1,028 | +202.4% | 0.06% | +242.1% |
| Q1 2023 | $21,723 | +9.2% | 340 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $19,890 | -0.6% | 340 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $20,000 | -99.3% | 340 | +844.4% | 0.02% | +850.0% |
| Q2 2022 | $2,921,000 | +7586.8% | 36 | -92.9% | 0.00% | -91.7% |
| Q1 2022 | $38,000 | -92.5% | 508 | -98.8% | 0.02% | +500.0% |
| Q4 2021 | $508,000 | +1273.0% | 42,504 | +8266.9% | 0.00% | -75.0% |
| Q2 2021 | $37,000 | – | 508 | – | 0.02% | – |
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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% |