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 | $1,454,609 | -2.9% | 21,260 | 0.0% | 0.87% | +1.8% |
| Q2 2023 | $1,498,405 | +10.3% | 21,260 | 0.0% | 0.85% | +4.9% |
| Q1 2023 | $1,358,301 | +9.2% | 21,260 | 0.0% | 0.81% | -7.7% |
| Q4 2022 | $1,243,710 | +1.1% | 21,260 | 0.0% | 0.88% | -17.4% |
| Q3 2022 | $1,230,000 | -4.1% | 21,260 | 0.0% | 1.06% | -2.7% |
| Q2 2022 | $1,283,000 | -21.0% | 21,260 | 0.0% | 1.09% | -16.9% |
| Q1 2022 | $1,624,000 | -18.0% | 21,260 | -10.1% | 1.32% | -14.0% |
| Q4 2021 | $1,980,000 | – | 23,660 | – | 1.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |