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 | $4,965,203 | +205.9% | 72,569 | +215.1% | 0.06% | +252.9% |
| Q2 2023 | $1,623,288 | +72.0% | 23,032 | +55.9% | 0.02% | +41.7% |
| Q1 2023 | $943,656 | +81.5% | 14,770 | +66.2% | 0.01% | -33.3% |
| Q4 2022 | $519,832 | -20.5% | 8,886 | -21.3% | 0.02% | -30.8% |
| Q3 2022 | $654,000 | +5.8% | 11,298 | +10.4% | 0.03% | +4.0% |
| Q2 2022 | $618,000 | -99.2% | 10,235 | -99.0% | 0.02% | -99.0% |
| Q1 2022 | $74,594,000 | +8854.9% | 976,614 | +9714.2% | 2.62% | +9260.7% |
| Q4 2021 | $833,000 | +37.0% | 9,951 | +21.0% | 0.03% | +27.3% |
| Q3 2021 | $608,000 | +16.7% | 8,227 | +14.8% | 0.02% | +10.0% |
| Q2 2021 | $521,000 | +19.2% | 7,164 | +6.8% | 0.02% | +5.3% |
| Q1 2021 | $437,000 | -8.4% | 6,708 | -10.3% | 0.02% | -13.6% |
| Q4 2020 | $477,000 | +41.5% | 7,475 | +412.0% | 0.02% | +22.2% |
| Q3 2020 | $337,000 | -9.7% | 1,460 | -18.8% | 0.02% | -10.0% |
| Q2 2020 | $373,000 | +45.7% | 1,799 | +15.9% | 0.02% | +11.1% |
| Q1 2020 | $256,000 | -14.7% | 1,552 | +0.3% | 0.02% | -25.0% |
| Q4 2019 | $300,000 | – | 1,547 | – | 0.02% | – |
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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% |