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 | $3,960 | -4.5% | 57,879 | -1.6% | 3.08% | +4.1% |
| Q2 2023 | $4,147 | +12.6% | 58,839 | +2.1% | 2.96% | +21.4% |
| Q1 2023 | $3,682 | -99.9% | 57,625 | -12.0% | 2.44% | -1.3% |
| Q4 2022 | $3,830,404 | -0.3% | 65,477 | -1.4% | 2.47% | -12.6% |
| Q3 2022 | $3,841,000 | -4.8% | 66,395 | -0.7% | 2.83% | -0.4% |
| Q2 2022 | $4,034,000 | -26.6% | 66,846 | -7.1% | 2.84% | -23.5% |
| Q1 2022 | $5,497,000 | -6.2% | 71,974 | +2.7% | 3.71% | -16.5% |
| Q4 2021 | $5,861,000 | -3.3% | 70,059 | -14.6% | 4.44% | -9.3% |
| Q3 2021 | $6,063,000 | +0.3% | 82,037 | -1.3% | 4.90% | -7.1% |
| Q2 2021 | $6,045,000 | +6.4% | 83,117 | -4.8% | 5.27% | +1.4% |
| Q1 2021 | $5,683,000 | +7.8% | 87,276 | +5.7% | 5.20% | +1.1% |
| Q4 2020 | $5,271,000 | – | 82,586 | – | 5.14% | – |
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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% |