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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,765 | +26.7% | 337,184 | +14.8% | 1.68% | +51.1% |
| Q1 2023 | $18,763 | +31.6% | 293,671 | +20.5% | 1.11% | +46.2% |
| Q4 2022 | $14,258 | -99.9% | 243,730 | -0.4% | 0.76% | -8.2% |
| Q3 2022 | $14,161,000 | -4.1% | 244,793 | +0.0% | 0.83% | -6.7% |
| Q2 2022 | $14,772,000 | -8.7% | 244,768 | +15.6% | 0.89% | +8.7% |
| Q1 2022 | $16,174,000 | -7.3% | 211,751 | +1.6% | 0.82% | +1.1% |
| Q4 2021 | $17,444,000 | +43.4% | 208,482 | +26.7% | 0.81% | +27.9% |
| Q3 2021 | $12,162,000 | +4.4% | 164,551 | +2.7% | 0.63% | +13.5% |
| Q2 2021 | $11,652,000 | -38.4% | 160,212 | -44.8% | 0.56% | -36.7% |
| Q1 2021 | $18,911,000 | -46.5% | 290,442 | -47.6% | 0.88% | -51.5% |
| Q4 2020 | $35,377,000 | -11.9% | 554,330 | +219.1% | 1.81% | -23.8% |
| Q3 2020 | $40,138,000 | +14.1% | 173,699 | +2.5% | 2.38% | +6.2% |
| Q2 2020 | $35,163,000 | +26.4% | 169,469 | +0.5% | 2.24% | +11.7% |
| Q1 2020 | $27,827,000 | +46.8% | 168,599 | +72.2% | 2.01% | +69.1% |
| Q4 2019 | $18,959,000 | +7.7% | 97,909 | +0.2% | 1.19% | -0.9% |
| Q3 2019 | $17,600,000 | +0.4% | 97,759 | 0.0% | 1.20% | -0.3% |
| Q2 2019 | $17,522,000 | +3.8% | 97,759 | -0.2% | 1.20% | -2.5% |
| Q1 2019 | $16,886,000 | +7.7% | 97,969 | -5.8% | 1.23% | -2.6% |
| Q4 2018 | $15,676,000 | – | 104,039 | – | 1.26% | – |
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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% |