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 | $377,951 | -2.9% | 5,524 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $389,332 | +10.3% | 5,524 | 0.0% | 0.04% | +7.3% |
| Q1 2023 | $352,928 | +9.2% | 5,524 | 0.0% | 0.04% | +2.5% |
| Q4 2022 | $323,155 | +1.3% | 5,524 | 0.0% | 0.04% | -7.0% |
| Q3 2022 | $319,000 | -4.2% | 5,524 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $333,000 | -20.9% | 5,524 | 0.0% | 0.04% | -10.4% |
| Q1 2022 | $421,000 | -8.9% | 5,524 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $462,000 | -25.1% | 5,524 | -33.9% | 0.05% | -30.6% |
| Q3 2021 | $617,000 | +1.6% | 8,354 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $607,000 | -15.2% | 8,354 | -24.1% | 0.07% | -32.4% |
| Q1 2021 | $716,000 | +2.0% | 11,012 | 0.0% | 0.10% | -1.9% |
| Q4 2020 | $702,000 | +10.4% | 11,012 | +300.0% | 0.11% | +0.9% |
| Q3 2020 | $636,000 | +11.4% | 2,753 | 0.0% | 0.11% | +5.0% |
| Q2 2020 | $571,000 | +25.8% | 2,753 | 0.0% | 0.10% | +7.4% |
| Q1 2020 | $454,000 | -14.8% | 2,753 | 0.0% | 0.09% | -3.1% |
| Q4 2019 | $533,000 | +10.4% | 2,753 | +2.5% | 0.10% | +5.4% |
| Q3 2019 | $483,000 | +0.4% | 2,685 | 0.0% | 0.09% | -4.2% |
| Q2 2019 | $481,000 | -37.2% | 2,685 | -39.6% | 0.10% | -40.0% |
| Q1 2019 | $766,000 | +15.0% | 4,448 | +0.5% | 0.16% | +6.7% |
| Q4 2018 | $666,000 | – | 4,426 | – | 0.15% | – |
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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% |