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 | $2,679,864 | +2.0% | 39,168 | +5.0% | 0.34% | +13.1% |
| Q2 2023 | $2,628,057 | +10.8% | 37,288 | +0.5% | 0.30% | +1.0% |
| Q1 2023 | $2,371,156 | -84.2% | 37,113 | -85.5% | 0.30% | -84.7% |
| Q4 2022 | $14,973,090 | +385.8% | 255,950 | +380.4% | 1.97% | +324.8% |
| Q3 2022 | $3,082,000 | +0.3% | 53,278 | +4.7% | 0.46% | +4.0% |
| Q2 2022 | $3,072,000 | -39.9% | 50,910 | -23.9% | 0.45% | -37.2% |
| Q1 2022 | $5,109,000 | -13.0% | 66,885 | -4.7% | 0.71% | -14.3% |
| Q4 2021 | $5,873,000 | +9.1% | 70,191 | -3.6% | 0.83% | -0.7% |
| Q3 2021 | $5,383,000 | +2.7% | 72,835 | +1.1% | 0.83% | +0.5% |
| Q2 2021 | $5,239,000 | +58.0% | 72,034 | +41.5% | 0.83% | +37.2% |
| Q1 2021 | $3,315,000 | +81.1% | 50,920 | +77.6% | 0.60% | +78.5% |
| Q4 2020 | $1,830,000 | +16.9% | 28,679 | +323.3% | 0.34% | -7.9% |
| Q3 2020 | $1,566,000 | +167.2% | 6,775 | +140.1% | 0.37% | +142.1% |
| Q2 2020 | $586,000 | – | 2,822 | – | 0.15% | – |
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% |