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 2022 | $5,400,000 | +100.0% | 91,799 | +107.7% | 0.01% | +80.0% |
| Q2 2022 | $2,700,000 | -46.7% | 44,200 | -32.1% | 0.01% | -28.6% |
| Q1 2022 | $5,062,000 | +121.3% | 65,133 | +112.2% | 0.01% | +133.3% |
| Q3 2021 | $2,287,000 | +166.2% | 30,700 | +160.2% | 0.00% | +200.0% |
| Q2 2021 | $859,000 | -23.2% | 11,800 | -32.2% | 0.00% | -50.0% |
| Q1 2021 | $1,119,000 | +10.1% | 17,400 | +8.8% | 0.00% | +100.0% |
| Q4 2020 | $1,016,000 | -7.8% | 15,987 | +233.1% | 0.00% | -66.7% |
| Q3 2020 | $1,102,000 | +9.9% | 4,800 | -2.3% | 0.00% | 0.0% |
| Q2 2020 | $1,003,000 | -52.3% | 4,915 | -65.1% | 0.00% | -50.0% |
| Q4 2018 | $2,103,000 | -56.5% | 14,100 | -54.8% | 0.01% | -45.5% |
| Q2 2018 | $4,837,000 | 0.0% | 31,195 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $4,837,000 | +83.2% | 31,195 | +80.5% | 0.01% | +10.0% |
| Q4 2017 | $2,640,000 | -31.9% | 17,284 | -36.1% | 0.01% | -33.3% |
| Q3 2017 | $3,876,000 | -37.9% | 27,029 | -40.8% | 0.02% | -48.3% |
| Q2 2017 | $6,241,000 | – | 45,691 | – | 0.03% | – |
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% |