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 | $23,166,141 | -40.5% | 338,587 | -38.7% | 8.73% | -34.5% |
| Q2 2023 | $38,953,783 | +5993.1% | 552,693 | +5423.1% | 13.33% | +5772.2% |
| Q1 2023 | $639,315 | +48.2% | 10,007 | +35.7% | 0.23% | +36.7% |
| Q4 2022 | $431,496 | +74.0% | 7,376 | +127.1% | 0.17% | +86.5% |
| Q1 2022 | $248,000 | -82.7% | 3,248 | -81.1% | 0.09% | -80.2% |
| Q4 2021 | $1,436,000 | +328.7% | 17,164 | +278.1% | 0.45% | +300.9% |
| Q3 2021 | $335,000 | +65.0% | 4,539 | +62.2% | 0.11% | +62.3% |
| Q2 2021 | $203,000 | – | 2,798 | – | 0.07% | – |
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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% |