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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $193,752 | -97.2% | 3,312 | -97.3% | 0.04% | -97.3% |
| Q3 2022 | $6,991,000 | -5.4% | 120,840 | -1.3% | 1.57% | -3.6% |
| Q2 2022 | $7,391,000 | -35.8% | 122,465 | -18.7% | 1.63% | -27.3% |
| Q1 2022 | $11,512,000 | +7.7% | 150,721 | +18.0% | 2.24% | +8.8% |
| Q4 2021 | $10,685,000 | +14.5% | 127,702 | +1.2% | 2.06% | +10.0% |
| Q3 2021 | $9,328,000 | -9.0% | 126,213 | -10.5% | 1.87% | -4.6% |
| Q2 2021 | $10,253,000 | +6.7% | 140,980 | -4.4% | 1.96% | -2.1% |
| Q1 2021 | $9,605,000 | -1.5% | 147,517 | -3.5% | 2.00% | -1.5% |
| Q4 2020 | $9,753,000 | – | 152,820 | – | 2.03% | – |
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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% |