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 | $314,116 | -3.9% | 4,591 | -1.1% | 0.09% | -1.1% |
| Q2 2023 | $327,027 | +10.3% | 4,640 | 0.0% | 0.09% | +5.9% |
| Q1 2023 | $296,450 | +9.2% | 4,640 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $271,440 | +1.1% | 4,640 | 0.0% | 0.08% | -7.7% |
| Q3 2022 | $268,424 | -4.1% | 4,640 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $280,024 | -26.3% | 4,640 | -6.8% | 0.09% | -23.1% |
| Q1 2022 | $380,067 | -8.7% | 4,976 | 0.0% | 0.12% | -7.1% |
| Q4 2021 | $416,342 | +13.2% | 4,976 | 0.0% | 0.13% | +2.4% |
| Q3 2021 | $367,776 | +1.6% | 4,976 | 0.0% | 0.12% | -6.1% |
| Q2 2021 | $361,904 | +11.7% | 4,976 | 0.0% | 0.13% | +1.6% |
| Q1 2021 | $323,987 | -53.1% | 4,976 | +39.4% | 0.13% | -63.4% |
| Q4 2019 | $691,164 | +8.2% | 3,569 | +0.6% | 0.35% | -3.8% |
| Q3 2019 | $638,599 | – | 3,547 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |