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 | $211,000 | -32.2% | 3,489 | -14.3% | 0.18% | -21.6% |
Q1 2022 | $311,000 | -8.5% | 4,070 | +0.1% | 0.24% | -10.3% |
Q4 2021 | $340,000 | +13.3% | 4,065 | +0.1% | 0.26% | +3.1% |
Q3 2021 | $300,000 | -3.2% | 4,061 | -4.6% | 0.26% | -4.1% |
Q2 2021 | $310,000 | +6.5% | 4,257 | -4.8% | 0.27% | -2.9% |
Q1 2021 | $291,000 | +2.1% | 4,470 | +0.1% | 0.27% | -2.1% |
Q4 2020 | $285,000 | – | 4,465 | – | 0.28% | – |
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% |