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 | $201,245 | -2.9% | 2,941 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $207,304 | -25.7% | 2,941 | -19.3% | 0.14% | -38.6% |
| Q1 2022 | $279,000 | -21.8% | 3,646 | -14.5% | 0.24% | -20.3% |
| Q4 2021 | $357,000 | +14.4% | 4,266 | +1.2% | 0.30% | -1.3% |
| Q3 2021 | $312,000 | +3.7% | 4,216 | +2.0% | 0.30% | +12.8% |
| Q2 2021 | $301,000 | +6.4% | 4,135 | -4.9% | 0.27% | +3.9% |
| Q1 2021 | $283,000 | +7.6% | 4,347 | +5.2% | 0.26% | -9.2% |
| Q4 2020 | $263,000 | – | 4,131 | – | 0.28% | – |
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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% |