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 | $1,790,004 | -2.9% | 26,162 | 0.0% | 0.60% | -1.1% |
Q2 2023 | $1,843,898 | +65.5% | 26,162 | +50.0% | 0.61% | +50.5% |
Q1 2023 | $1,114,369 | +16.3% | 17,442 | +5.3% | 0.41% | -10.4% |
Q4 2022 | $958,112 | +0.0% | 16,562 | 0.0% | 0.45% | +0.7% |
Q3 2022 | $958,000 | -4.9% | 16,562 | 0.0% | 0.45% | -17.4% |
Q2 2022 | $1,007,000 | +145.0% | 16,562 | +207.6% | 0.54% | +167.2% |
Q1 2022 | $411,000 | -8.7% | 5,384 | 0.0% | 0.20% | -9.3% |
Q4 2021 | $450,000 | +13.1% | 5,384 | 0.0% | 0.22% | 0.0% |
Q3 2021 | $398,000 | -2.0% | 5,384 | 0.0% | 0.22% | -0.9% |
Q2 2021 | $406,000 | +18.0% | 5,384 | +1.8% | 0.23% | 0.0% |
Q1 2021 | $344,000 | +2.1% | 5,288 | 0.0% | 0.23% | -9.6% |
Q4 2020 | $337,000 | +19.5% | 5,288 | +332.7% | 0.25% | -13.1% |
Q3 2020 | $282,000 | +182.0% | 1,222 | +104.7% | 0.29% | +180.6% |
Q1 2020 | $100,000 | – | 597 | – | 0.10% | – |
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% |