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 | $439,120 | -2.9% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $452,341 | +10.3% | 6,418 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $410,046 | +9.2% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $375,453 | +1.2% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $371,000 | -4.1% | 6,418 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $387,000 | -38.8% | 6,418 | -22.4% | 0.01% | -33.3% |
| Q1 2022 | $632,000 | -8.7% | 8,274 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $692,000 | +13.1% | 8,274 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $612,000 | +1.7% | 8,274 | 0.0% | 0.01% | +12.5% |
| Q2 2021 | $602,000 | +41.0% | 8,274 | +26.1% | 0.01% | +14.3% |
| Q1 2021 | $427,000 | +1.9% | 6,560 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $419,000 | +89.6% | 6,560 | +586.9% | 0.01% | +75.0% |
| Q3 2020 | $221,000 | -18.1% | 955 | -31.5% | 0.00% | -20.0% |
| Q4 2019 | $270,000 | +7.6% | 1,395 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $251,000 | – | 1,395 | – | 0.01% | – |
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% |