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 | $3,593,829 | +34.3% | 52,526 | +38.4% | 0.54% | +55.5% |
| Q2 2023 | $2,675,209 | +137.9% | 37,957 | +115.7% | 0.35% | +133.8% |
| Q1 2023 | $1,124,464 | +25.4% | 17,600 | +14.8% | 0.15% | +19.4% |
| Q4 2022 | $896,571 | +182.8% | 15,326 | +179.9% | 0.12% | +143.1% |
| Q3 2022 | $317,000 | +12.4% | 5,475 | +17.2% | 0.05% | +18.6% |
| Q2 2022 | $282,000 | -8.7% | 4,670 | +15.4% | 0.04% | +2.4% |
| Q1 2022 | $309,000 | -11.5% | 4,047 | -3.1% | 0.04% | -8.7% |
| Q4 2021 | $349,000 | +7.1% | 4,177 | -0.0% | 0.05% | +4.5% |
| Q3 2021 | $326,000 | +3.8% | 4,179 | -3.3% | 0.04% | +2.3% |
| Q2 2021 | $314,000 | -61.1% | 4,320 | -65.2% | 0.04% | -64.2% |
| Q1 2021 | $808,000 | +2.5% | 12,408 | +0.5% | 0.12% | -11.8% |
| Q4 2020 | $788,000 | – | 12,347 | – | 0.14% | – |
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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% |