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 | $2,205,629 | -2.8% | 32,132 | -0.2% | 1.64% | -1.0% |
| Q2 2023 | $2,269,456 | +9.5% | 32,200 | -0.7% | 1.66% | +15.7% |
| Q1 2023 | $2,072,208 | +4.6% | 32,434 | -4.3% | 1.44% | +11.1% |
| Q4 2022 | $1,981,922 | -0.3% | 33,879 | -1.4% | 1.29% | -3.9% |
| Q3 2022 | $1,987,000 | -4.8% | 34,345 | -0.7% | 1.34% | +12.9% |
| Q2 2022 | $2,088,000 | -21.5% | 34,593 | -0.7% | 1.19% | -8.2% |
| Q1 2022 | $2,660,000 | -8.7% | 34,825 | 0.0% | 1.30% | -5.9% |
| Q4 2021 | $2,914,000 | +15.7% | 34,825 | +2.2% | 1.38% | +4.2% |
| Q3 2021 | $2,519,000 | +2.7% | 34,076 | +1.0% | 1.32% | -1.4% |
| Q2 2021 | $2,453,000 | +11.6% | 33,726 | -0.2% | 1.34% | +1.5% |
| Q1 2021 | $2,199,000 | +1.7% | 33,780 | -0.3% | 1.32% | -14.6% |
| Q4 2020 | $2,162,000 | +10.9% | 33,884 | +301.8% | 1.55% | -21.9% |
| Q3 2020 | $1,949,000 | +10.4% | 8,433 | -0.9% | 1.98% | +1.8% |
| Q2 2020 | $1,766,000 | +23.3% | 8,512 | -1.9% | 1.95% | -4.3% |
| Q1 2020 | $1,432,000 | -15.0% | 8,678 | -0.2% | 2.04% | +15.2% |
| Q4 2019 | $1,684,000 | – | 8,694 | – | 1.77% | – |
Download | ||||||
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% |