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 | $2,100,100 | -3.1% | 30,694 | -0.1% | 0.80% | +1.8% |
| Q2 2023 | $2,166,290 | +10.3% | 30,736 | +0.0% | 0.78% | +4.0% |
| Q1 2023 | $1,963,360 | +5.2% | 30,730 | -3.7% | 0.75% | -1.4% |
| Q4 2022 | $1,866,737 | +1.8% | 31,910 | +0.6% | 0.76% | -8.1% |
| Q3 2022 | $1,834,000 | -4.4% | 31,706 | -0.3% | 0.83% | -3.9% |
| Q2 2022 | $1,919,000 | -22.5% | 31,804 | -1.9% | 0.86% | -13.9% |
| Q1 2022 | $2,477,000 | -9.7% | 32,436 | -1.1% | 1.00% | -17.4% |
| Q4 2021 | $2,744,000 | +16.1% | 32,792 | +2.5% | 1.22% | -30.5% |
| Q3 2021 | $2,364,000 | -2.4% | 31,991 | -4.0% | 1.75% | -1.0% |
| Q2 2021 | $2,422,000 | +10.4% | 33,307 | -1.1% | 1.77% | +1.3% |
| Q1 2021 | $2,193,000 | -2.1% | 33,680 | -4.0% | 1.74% | -15.0% |
| Q4 2020 | $2,239,000 | – | 35,092 | – | 2.05% | – |
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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% |