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 | $3,697,207 | -1.9% | 54,037 | +1.0% | 1.92% | -0.5% |
| Q2 2023 | $3,769,671 | +11.6% | 53,486 | +1.1% | 1.93% | -0.7% |
| Q1 2023 | $3,378,365 | +13.5% | 52,878 | +4.0% | 1.94% | +6.4% |
| Q4 2022 | $2,975,754 | +1.8% | 50,868 | +0.6% | 1.83% | -10.0% |
| Q3 2022 | $2,924,000 | -3.8% | 50,549 | +0.4% | 2.03% | -1.8% |
| Q2 2022 | $3,038,000 | -21.6% | 50,360 | -0.7% | 2.07% | -12.2% |
| Q1 2022 | $3,876,000 | +0.6% | 50,694 | -0.1% | 2.35% | -4.5% |
| Q4 2021 | $3,851,000 | – | 50,747 | – | 2.46% | – |
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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% |