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 | $418,388 | -70.4% | 6,115 | -69.5% | 0.07% | -53.4% |
| Q2 2023 | $1,413,899 | +7.6% | 20,061 | -2.5% | 0.15% | 0.0% |
| Q1 2023 | $1,314,409 | +290.1% | 20,573 | +257.2% | 0.15% | +261.0% |
| Q4 2022 | $336,902 | -6.4% | 5,759 | -7.5% | 0.04% | -16.3% |
| Q3 2022 | $360,000 | +6.2% | 6,224 | +10.8% | 0.05% | +11.4% |
| Q2 2022 | $339,000 | -21.0% | 5,619 | 0.0% | 0.04% | -6.4% |
| Q1 2022 | $429,000 | -7.9% | 5,619 | +0.9% | 0.05% | -6.0% |
| Q4 2021 | $466,000 | +13.1% | 5,569 | 0.0% | 0.05% | -7.4% |
| Q3 2021 | $412,000 | +36.0% | 5,569 | +33.5% | 0.05% | +10.2% |
| Q2 2021 | $303,000 | +13.5% | 4,172 | +1.9% | 0.05% | -10.9% |
| Q1 2021 | $267,000 | +6.0% | 4,096 | +3.5% | 0.06% | -29.5% |
| Q4 2020 | $252,000 | – | 3,956 | – | 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% |