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 | $33,594 | -58.3% | 491 | -57.1% | 0.01% | -59.3% |
Q2 2023 | $80,629 | +10.3% | 1,144 | 0.0% | 0.03% | +12.5% |
Q1 2023 | $73,090 | +9.2% | 1,144 | 0.0% | 0.02% | +4.3% |
Q4 2022 | $66,924 | -31.0% | 1,144 | -31.7% | 0.02% | -39.5% |
Q3 2022 | $97,000 | -4.9% | 1,676 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $102,000 | -20.3% | 1,676 | 0.0% | 0.04% | -15.6% |
Q1 2022 | $128,000 | -7.2% | 1,676 | +1.6% | 0.04% | -8.2% |
Q4 2021 | $138,000 | +263.2% | 1,649 | +217.1% | 0.05% | +226.7% |
Q3 2021 | $38,000 | – | 520 | – | 0.02% | – |
Download |
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% |