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 | $3,843,976 | -12.2% | 56,182 | -9.5% | 3.04% | -12.1% |
| Q2 2023 | $4,377,587 | -0.6% | 62,111 | -9.9% | 3.45% | -8.2% |
| Q1 2023 | $4,403,924 | +0.2% | 68,930 | -8.2% | 3.76% | -5.9% |
| Q4 2022 | $4,394,953 | -1.9% | 75,127 | -3.0% | 4.00% | -13.7% |
| Q3 2022 | $4,480,000 | -1.9% | 77,449 | +2.3% | 4.64% | -1.8% |
| Q2 2022 | $4,569,000 | -20.9% | 75,715 | +0.1% | 4.72% | -9.9% |
| Q1 2022 | $5,778,000 | -12.5% | 75,647 | -4.1% | 5.24% | -10.2% |
| Q4 2021 | $6,601,000 | – | 78,888 | – | 5.84% | – |
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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% |