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 | $45,995,823 | -6.7% | 672,257 | -0.9% | 3.00% | +2.2% |
| Q2 2023 | $49,273,434 | +10.2% | 678,137 | -3.1% | 2.94% | +5.3% |
| Q1 2023 | $44,727,344 | +3.4% | 700,068 | -5.4% | 2.79% | +2.5% |
| Q4 2022 | $43,275,901 | -2.5% | 739,759 | -3.6% | 2.72% | -10.9% |
| Q3 2022 | $44,387,000 | -4.8% | 767,265 | -0.7% | 3.05% | +0.1% |
| Q2 2022 | $46,609,000 | -30.3% | 772,318 | -11.7% | 3.05% | -17.9% |
| Q1 2022 | $66,829,000 | -13.4% | 874,952 | -5.2% | 3.72% | -8.6% |
| Q4 2021 | $77,184,000 | +884.0% | 922,472 | +1137.0% | 4.07% | +461.0% |
| Q2 2014 | $7,844,000 | +6.5% | 74,575 | +1.3% | 0.72% | +2.0% |
| Q1 2014 | $7,363,000 | +9.4% | 73,633 | +8.0% | 0.71% | +6.4% |
| Q4 2013 | $6,733,000 | +9.4% | 68,186 | -1.0% | 0.67% | -0.7% |
| Q3 2013 | $6,157,000 | +7.1% | 68,900 | +0.7% | 0.67% | +2.3% |
| Q2 2013 | $5,748,000 | – | 68,418 | – | 0.66% | – |
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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% |