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 | $405,389 | -35.6% | 5,925 | -33.6% | 0.14% | -33.0% |
Q2 2023 | $629,034 | +10.2% | 8,925 | -0.1% | 0.22% | +3.4% |
Q1 2023 | $570,857 | +9.2% | 8,935 | 0.0% | 0.21% | +4.5% |
Q4 2022 | $522,698 | -14.6% | 8,935 | -15.6% | 0.20% | -17.1% |
Q3 2022 | $612,000 | -0.6% | 10,585 | +3.6% | 0.24% | -2.0% |
Q2 2022 | $616,000 | +1239.1% | 10,214 | +1591.1% | 0.24% | +1533.3% |
Q1 2022 | $46,000 | -9.8% | 604 | 0.0% | 0.02% | -16.7% |
Q4 2021 | $51,000 | – | 604 | – | 0.02% | – |
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% |