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 | $182,115,031 | -3.8% | 2,661,722 | -0.9% | 2.94% | -2.7% |
| Q2 2023 | $189,319,556 | +9.3% | 2,686,146 | -0.9% | 3.02% | +0.6% |
| Q1 2023 | $173,199,129 | +8.8% | 2,710,896 | -0.4% | 3.00% | +3.7% |
| Q4 2022 | $159,184,802 | +2.6% | 2,721,108 | +1.4% | 2.90% | -12.2% |
| Q3 2022 | $155,207,000 | -3.3% | 2,682,925 | +0.8% | 3.30% | +0.2% |
| Q2 2022 | $160,566,000 | -18.5% | 2,660,578 | +3.2% | 3.29% | -9.8% |
| Q1 2022 | $196,897,000 | -8.4% | 2,577,857 | +0.3% | 3.65% | -15.6% |
| Q4 2021 | $214,982,000 | – | 2,569,402 | – | 4.32% | – |
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% |