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 | $323,712 | -4.2% | 4,731 | -1.3% | 0.16% | -1.2% |
| Q2 2023 | $337,828 | +18.4% | 4,793 | +7.3% | 0.16% | +10.1% |
| Q1 2023 | $285,381 | +6.3% | 4,467 | -2.7% | 0.15% | -18.6% |
| Q4 2022 | $268,494 | +1.3% | 4,590 | +0.2% | 0.18% | -1.1% |
| Q3 2022 | $265,000 | -4.3% | 4,582 | -0.2% | 0.18% | -3.1% |
| Q2 2022 | $277,000 | -15.3% | 4,589 | +7.3% | 0.19% | -2.1% |
| Q1 2022 | $327,000 | -8.7% | 4,277 | +0.1% | 0.20% | -6.2% |
| Q4 2021 | $358,000 | +13.3% | 4,273 | -0.2% | 0.21% | +6.7% |
| Q3 2021 | $316,000 | +1.0% | 4,281 | -0.5% | 0.20% | -4.4% |
| Q2 2021 | $313,000 | +11.8% | 4,301 | -0.2% | 0.20% | +5.2% |
| Q1 2021 | $280,000 | +1.1% | 4,308 | -0.7% | 0.19% | -7.6% |
| Q4 2020 | $277,000 | +8.6% | 4,340 | +292.8% | 0.21% | +1.4% |
| Q3 2020 | $255,000 | +10.9% | 1,105 | -0.1% | 0.21% | +7.3% |
| Q2 2020 | $230,000 | +19.8% | 1,106 | -4.7% | 0.19% | +9.7% |
| Q1 2020 | $192,000 | -15.8% | 1,161 | -1.4% | 0.18% | +7.3% |
| Q4 2019 | $228,000 | – | 1,177 | – | 0.16% | – |
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% |