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 | $660,936 | -5.9% | 9,660 | -3.1% | 0.40% | -1.7% |
| Q2 2023 | $702,332 | +10.3% | 9,965 | 0.0% | 0.41% | +2.5% |
| Q1 2023 | $636,663 | +6.6% | 9,965 | -2.4% | 0.40% | -0.2% |
| Q4 2022 | $596,993 | -15.7% | 10,205 | -16.6% | 0.40% | -20.5% |
| Q3 2022 | $708,000 | -4.3% | 12,237 | +0.0% | 0.51% | -1.2% |
| Q2 2022 | $740,000 | -21.5% | 12,236 | -0.9% | 0.51% | -8.4% |
| Q1 2022 | $943,000 | -25.1% | 12,344 | -17.9% | 0.56% | -27.8% |
| Q4 2021 | $1,259,000 | +13.2% | 15,044 | 0.0% | 0.78% | -4.0% |
| Q3 2021 | $1,112,000 | +1.9% | 15,044 | +0.3% | 0.81% | +1.0% |
| Q2 2021 | $1,091,000 | +11.7% | 15,000 | 0.0% | 0.80% | -2.1% |
| Q1 2021 | $977,000 | +2.1% | 15,000 | 0.0% | 0.82% | +1.5% |
| Q4 2020 | $957,000 | – | 15,000 | – | 0.80% | – |
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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% |