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 | $592 | -3.9% | 8,625 | -10.6% | 0.16% | +14.8% |
| Q1 2023 | $616 | +9.2% | 9,647 | +0.0% | 0.14% | -0.7% |
| Q4 2022 | $564 | -99.9% | 9,646 | 0.0% | 0.14% | -11.1% |
| Q3 2022 | $558,000 | -4.1% | 9,646 | 0.0% | 0.15% | -3.8% |
| Q2 2022 | $582,000 | -80.2% | 9,646 | -74.9% | 0.16% | -78.7% |
| Q1 2022 | $2,933,000 | +257.2% | 38,400 | +291.4% | 0.75% | +240.0% |
| Q4 2021 | $821,000 | +14.7% | 9,811 | -0.3% | 0.22% | -10.9% |
| Q2 2021 | $716,000 | +10.2% | 9,840 | 0.0% | 0.25% | +3.8% |
| Q1 2021 | $650,000 | +2.7% | 9,840 | -0.8% | 0.24% | -16.5% |
| Q4 2020 | $633,000 | +10.1% | 9,924 | +299.0% | 0.28% | -6.9% |
| Q3 2020 | $575,000 | +11.4% | 2,487 | 0.0% | 0.31% | +2.0% |
| Q2 2020 | $516,000 | +23.2% | 2,487 | -1.9% | 0.30% | +3.4% |
| Q1 2020 | $419,000 | +4.5% | 2,536 | +22.6% | 0.29% | +19.3% |
| Q4 2019 | $401,000 | – | 2,069 | – | 0.24% | – |
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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% |