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 | $1,262,112 | -31.5% | 18,902 | -27.7% | 0.32% | -13.7% |
| Q2 2023 | $1,842,524 | +11.0% | 26,143 | +0.6% | 0.36% | +3.4% |
| Q1 2023 | $1,659,938 | +18.7% | 25,981 | +8.7% | 0.35% | +11.7% |
| Q4 2022 | $1,397,948 | -15.3% | 23,897 | -16.3% | 0.32% | -24.4% |
| Q3 2022 | $1,651,000 | +32.1% | 28,543 | +37.8% | 0.42% | +34.4% |
| Q2 2022 | $1,250,000 | -33.4% | 20,709 | -15.8% | 0.31% | -25.1% |
| Q1 2022 | $1,878,000 | +16.5% | 24,591 | +27.6% | 0.42% | +18.2% |
| Q4 2021 | $1,612,000 | +13.4% | 19,268 | +0.1% | 0.35% | +6.0% |
| Q3 2021 | $1,422,000 | +1.7% | 19,246 | +0.2% | 0.33% | +7.8% |
| Q2 2021 | $1,398,000 | +11.8% | 19,217 | +0.0% | 0.31% | +1.0% |
| Q1 2021 | $1,251,000 | +2.2% | 19,215 | +0.2% | 0.30% | -7.6% |
| Q4 2020 | $1,224,000 | +6.2% | 19,186 | +285.0% | 0.33% | -15.2% |
| Q3 2020 | $1,152,000 | +11.7% | 4,983 | +0.2% | 0.39% | -4.4% |
| Q2 2020 | $1,031,000 | +26.0% | 4,971 | +0.2% | 0.41% | -8.4% |
| Q1 2020 | $818,000 | -5.1% | 4,960 | +11.4% | 0.44% | -50.7% |
| Q4 2019 | $862,000 | – | 4,452 | – | 0.90% | – |
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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% |