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 | $372,614 | -2.9% | 5,446 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $383,835 | -21.8% | 5,446 | -29.1% | 0.05% | -25.4% |
| Q1 2023 | $490,738 | +9.2% | 7,681 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $449,339 | +0.1% | 7,681 | -1.0% | 0.07% | -13.6% |
| Q3 2022 | $449,000 | -6.5% | 7,757 | -2.5% | 0.08% | -3.6% |
| Q2 2022 | $480,000 | -55.8% | 7,957 | -52.3% | 0.08% | -59.2% |
| Q1 2022 | $1,087,000 | +30.6% | 16,682 | +67.8% | 0.21% | +63.5% |
| Q4 2021 | $832,000 | -4.4% | 9,942 | -15.5% | 0.13% | -11.3% |
| Q3 2021 | $870,000 | -11.3% | 11,766 | -12.8% | 0.14% | -13.4% |
| Q2 2021 | $981,000 | -10.8% | 13,490 | -19.1% | 0.16% | -20.4% |
| Q1 2021 | $1,100,000 | -39.8% | 16,682 | -41.5% | 0.21% | -46.4% |
| Q4 2020 | $1,826,000 | – | 28,528 | – | 0.38% | – |
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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% |