ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $754,673 | +22.7% | 11,030 | +26.4% | 0.04% | +29.6% |
Q2 2023 | $615,220 | +9.6% | 8,729 | -0.7% | 0.03% | +3.8% |
Q1 2023 | $561,466 | -1.1% | 8,788 | -9.5% | 0.03% | -3.7% |
Q4 2022 | $567,801 | +66.0% | 9,706 | +64.4% | 0.03% | +58.8% |
Q3 2022 | $342,000 | +25.7% | 5,904 | +31.2% | 0.02% | +41.7% |
Q2 2022 | $272,000 | -20.9% | 4,500 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $344,000 | -8.8% | 4,500 | 0.0% | 0.01% | -7.7% |
Q4 2021 | $377,000 | +13.2% | 4,500 | 0.0% | 0.01% | +8.3% |
Q3 2021 | $333,000 | +1.8% | 4,500 | 0.0% | 0.01% | -7.7% |
Q2 2021 | $327,000 | +60.3% | 4,500 | +40.4% | 0.01% | +44.4% |
Q4 2020 | $204,000 | +0.5% | 3,204 | +227.9% | 0.01% | -10.0% |
Q2 2020 | $203,000 | – | 977 | – | 0.01% | – |
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% |