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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $633,555 | -100.0% | 10,830 | -47.0% | 2.80% | -55.2% |
| Q4 2021 | $1,709,210,000 | +48.6% | 20,428 | +31.3% | 6.25% | +81.7% |
| Q3 2021 | $1,149,965,000 | -11.9% | 15,559 | +130.7% | 3.44% | +89.0% |
| Q4 2019 | $1,305,715,000 | +6.8% | 6,743 | -0.7% | 1.82% | +37.1% |
| Q3 2019 | $1,222,943,000 | +100388.3% | 6,793 | 0.0% | 1.33% | +4.1% |
| Q2 2019 | $1,217,000 | -6.2% | 6,793 | -9.8% | 1.28% | +9.2% |
| Q1 2019 | $1,298,000 | +4.3% | 7,533 | -8.8% | 1.17% | -4.6% |
| Q4 2018 | $1,244,000 | -15.5% | 8,258 | -0.7% | 1.22% | +16.1% |
| Q3 2018 | $1,473,000 | +5.3% | 8,318 | -3.3% | 1.05% | +27.0% |
| Q2 2018 | $1,399,000 | – | 8,605 | – | 0.83% | – |
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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% |