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 | $439,533 | -23.8% | 6,424 | -21.5% | 0.27% | -13.3% |
| Q2 2023 | $576,529 | -17.7% | 8,180 | -25.4% | 0.31% | +4.4% |
| Q1 2023 | $700,600 | -12.9% | 10,966 | -20.3% | 0.30% | -24.9% |
| Q4 2022 | $804,501 | -2.0% | 13,752 | -3.1% | 0.39% | +4.2% |
| Q3 2022 | $821,000 | -4.0% | 14,192 | +0.2% | 0.38% | -2.3% |
| Q2 2022 | $855,000 | -60.0% | 14,167 | -49.3% | 0.39% | -12.7% |
| Q1 2022 | $2,136,000 | +102.1% | 27,952 | +121.2% | 0.44% | -5.2% |
| Q4 2021 | $1,057,000 | +14.0% | 12,637 | +0.8% | 0.47% | +3.6% |
| Q3 2021 | $927,000 | -1.7% | 12,537 | -3.3% | 0.45% | -7.0% |
| Q2 2021 | $943,000 | +28.8% | 12,968 | +15.4% | 0.48% | +12.3% |
| Q1 2021 | $732,000 | -0.5% | 11,240 | -2.5% | 0.43% | -12.4% |
| Q4 2020 | $736,000 | +10.5% | 11,529 | +300.0% | 0.49% | +0.2% |
| Q3 2020 | $666,000 | +3.4% | 2,882 | -7.2% | 0.49% | -2.0% |
| Q2 2020 | $644,000 | +23.8% | 3,105 | -1.5% | 0.50% | +1.2% |
| Q1 2020 | $520,000 | -1.0% | 3,151 | +16.3% | 0.50% | +11.7% |
| Q4 2019 | $525,000 | – | 2,709 | – | 0.44% | – |
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% |