ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $90,618,000 | -20.8% | 1,502 | +0.2% | 0.06% | -9.1% |
| Q1 2022 | $114,487,000 | -8.6% | 1,499 | +0.1% | 0.07% | -7.0% |
| Q4 2021 | $125,215,000 | +12.0% | 1,497 | -1.1% | 0.07% | +4.4% |
| Q3 2021 | $111,797,000 | +1.6% | 1,513 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $110,012,000 | +10.5% | 1,513 | -1.0% | 0.07% | -1.4% |
| Q1 2021 | $99,536,000 | +2.0% | 1,529 | 0.0% | 0.07% | -11.5% |
| Q4 2020 | $97,564,000 | +10.7% | 1,529 | +301.3% | 0.08% | -6.0% |
| Q3 2020 | $88,134,000 | – | 381 | – | 0.08% | – |
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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% |