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 | $80,428 | +51.3% | 1,176 | +56.0% | 0.03% | +47.4% |
| Q2 2023 | $53,142 | +73.3% | 754 | +57.1% | 0.02% | +72.7% |
| Q1 2023 | $30,667 | +9.2% | 480 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28,080 | -99.9% | 480 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $27,768,000 | -4.1% | 480 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,968,000 | -21.0% | 480 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $36,662,000 | -10.9% | 480 | -2.4% | 0.01% | -7.1% |
| Q4 2021 | $41,166,000 | -10.2% | 492 | -20.6% | 0.01% | -17.6% |
| Q3 2021 | $45,824,000 | +1.6% | 620 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $45,093,000 | +11.7% | 620 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $40,368,000 | +2.0% | 620 | 0.0% | 0.02% | -10.5% |
| Q4 2020 | $39,568,000 | +10.5% | 620 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $35,817,000 | +11.4% | 155 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $32,161,000 | +7687.2% | 155 | -93.8% | 0.02% | -93.5% |
| Q1 2020 | $413,000 | -15.4% | 2,504 | 0.0% | 0.28% | +7.4% |
| Q4 2019 | $488,000 | +8.2% | 2,504 | 0.0% | 0.26% | -5.5% |
| Q3 2019 | $451,000 | +0.4% | 2,504 | 0.0% | 0.27% | -4.5% |
| Q2 2019 | $449,000 | +3.9% | 2,504 | 0.0% | 0.29% | -2.1% |
| Q1 2019 | $432,000 | +1500.0% | 2,504 | +1283.4% | 0.29% | +1116.7% |
| Q4 2018 | $27,000 | – | 181 | – | 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% |