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 | $740,304 | -31.8% | 10,820 | -29.7% | 0.14% | -36.0% |
| Q2 2023 | $1,085,392 | +10.3% | 15,400 | 0.0% | 0.21% | -4.5% |
| Q1 2023 | $983,906 | +7.8% | 15,400 | -1.3% | 0.22% | 0.0% |
| Q4 2022 | $912,600 | +1.1% | 15,600 | 0.0% | 0.22% | -16.6% |
| Q3 2022 | $903,000 | -4.0% | 15,600 | 0.0% | 0.26% | -4.0% |
| Q2 2022 | $941,000 | -53.3% | 15,600 | -35.3% | 0.28% | -59.6% |
| Q1 2022 | $2,017,000 | 0.0% | 24,100 | 0.0% | 0.68% | +4.8% |
| Q4 2021 | $2,017,000 | +13.3% | 24,100 | 0.0% | 0.65% | -34.4% |
| Q3 2021 | $1,781,000 | +1.6% | 24,100 | 0.0% | 0.99% | +4.2% |
| Q2 2021 | $1,753,000 | +0.9% | 24,100 | -9.7% | 0.95% | -10.7% |
| Q1 2021 | $1,738,000 | +2.0% | 26,700 | 0.0% | 1.07% | -3.3% |
| Q4 2020 | $1,704,000 | – | 26,700 | – | 1.10% | – |
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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% |