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 | $273,680 | -2.9% | 4,000 | 0.0% | 0.21% | +4.4% |
| Q2 2023 | $281,920 | +10.3% | 4,000 | 0.0% | 0.20% | +5.7% |
| Q1 2023 | $255,560 | +7.6% | 4,000 | -1.5% | 0.19% | -1.0% |
| Q4 2022 | $237,510 | +1.1% | 4,060 | 0.0% | 0.19% | -7.6% |
| Q3 2022 | $235,000 | -4.1% | 4,060 | 0.0% | 0.21% | +3.4% |
| Q2 2022 | $245,000 | -23.9% | 4,060 | -3.6% | 0.20% | -9.8% |
| Q1 2022 | $322,000 | -8.5% | 4,210 | 0.0% | 0.22% | -3.8% |
| Q4 2021 | $352,000 | +13.2% | 4,210 | 0.0% | 0.23% | +3.5% |
| Q3 2021 | $311,000 | +2.6% | 4,210 | +1.0% | 0.23% | +3.7% |
| Q2 2021 | $303,000 | +12.6% | 4,170 | +1.0% | 0.22% | +4.3% |
| Q1 2021 | $269,000 | +0.7% | 4,130 | -1.2% | 0.21% | -2.8% |
| Q4 2020 | $267,000 | +10.8% | 4,180 | +300.0% | 0.22% | -1.8% |
| Q3 2020 | $241,000 | +5.2% | 1,045 | -5.4% | 0.22% | -3.5% |
| Q2 2020 | $229,000 | +5.0% | 1,105 | -1.8% | 0.23% | +13.5% |
| Q4 2019 | $218,000 | +7.4% | 1,125 | 0.0% | 0.20% | -0.5% |
| Q3 2019 | $203,000 | +0.5% | 1,125 | 0.0% | 0.20% | -1.0% |
| Q2 2019 | $202,000 | -6.0% | 1,125 | -10.0% | 0.20% | -9.4% |
| Q1 2019 | $215,000 | – | 1,250 | – | 0.22% | – |
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% |