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 | $205,260 | -2.9% | 3,000 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $211,440 | -7.7% | 3,000 | 0.0% | 0.11% | -15.9% |
| Q1 2022 | $229,000 | -8.8% | 3,000 | 0.0% | 0.13% | -2.2% |
| Q4 2021 | $251,000 | +13.1% | 3,000 | 0.0% | 0.14% | +7.1% |
| Q3 2021 | $222,000 | -22.9% | 3,000 | -24.2% | 0.13% | -22.2% |
| Q2 2021 | $288,000 | +11.6% | 3,960 | 0.0% | 0.16% | -0.6% |
| Q1 2021 | $258,000 | +2.0% | 3,960 | 0.0% | 0.16% | +3.2% |
| Q4 2020 | $253,000 | +10.5% | 3,960 | +300.0% | 0.16% | -4.8% |
| Q3 2020 | $229,000 | +11.7% | 990 | 0.0% | 0.17% | +17.7% |
| Q2 2020 | $205,000 | -42.1% | 990 | -50.0% | 0.14% | -6.0% |
| Q1 2020 | $354,000 | +85.3% | 1,980 | +100.0% | 0.15% | -8.0% |
| Q4 2019 | $191,000 | – | 990 | – | 0.16% | – |
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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% |