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 | $116,862 | -2.9% | 1,708 | 0.0% | 0.05% | +8.5% |
| Q2 2023 | $120,380 | +15.7% | 1,708 | +4.9% | 0.05% | -9.6% |
| Q1 2023 | $104,013 | +7.9% | 1,628 | -1.2% | 0.05% | +18.2% |
| Q4 2022 | $96,408 | -16.2% | 1,648 | -17.4% | 0.04% | -25.4% |
| Q3 2022 | $115,000 | -52.1% | 1,996 | -49.9% | 0.06% | -51.6% |
| Q2 2022 | $240,000 | +57.9% | 3,983 | +99.5% | 0.12% | +79.4% |
| Q1 2022 | $152,000 | -9.0% | 1,996 | 0.0% | 0.07% | +1.5% |
| Q4 2021 | $167,000 | +12.8% | 1,996 | 0.0% | 0.07% | -2.9% |
| Q3 2021 | $148,000 | -46.2% | 1,996 | -47.3% | 0.07% | -44.8% |
| Q2 2021 | $275,000 | -36.2% | 3,788 | -41.0% | 0.12% | -41.0% |
| Q1 2021 | $431,000 | +5.1% | 6,424 | 0.0% | 0.21% | -8.6% |
| Q4 2020 | $410,000 | +8.5% | 6,424 | +300.0% | 0.23% | +2.7% |
| Q3 2020 | $378,000 | – | 1,606 | – | 0.23% | – |
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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% |