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 | $355,305 | -4.1% | 5,193 | -1.2% | 0.04% | 0.0% |
| Q2 2023 | $370,584 | +11.3% | 5,258 | +0.9% | 0.04% | +8.6% |
| Q1 2023 | $333,059 | +15.2% | 5,213 | +5.5% | 0.04% | +6.1% |
| Q4 2022 | $289,166 | +1.1% | 4,943 | 0.0% | 0.03% | -8.3% |
| Q3 2022 | $286,000 | +5.5% | 4,943 | +10.0% | 0.04% | +9.1% |
| Q2 2022 | $271,000 | -21.0% | 4,493 | 0.0% | 0.03% | -17.5% |
| Q1 2022 | $343,000 | -8.8% | 4,493 | 0.0% | 0.04% | -16.7% |
| Q4 2021 | $376,000 | +13.3% | 4,493 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $332,000 | +1.5% | 4,493 | 0.0% | 0.05% | -5.9% |
| Q2 2021 | $327,000 | +14.3% | 4,493 | +2.5% | 0.05% | +4.1% |
| Q1 2021 | $286,000 | +11.3% | 4,385 | +9.1% | 0.05% | +2.1% |
| Q4 2020 | $257,000 | +110.7% | 4,020 | +302.0% | 0.05% | +37.1% |
| Q3 2016 | $122,000 | -66.2% | 1,000 | -67.7% | 0.04% | -67.6% |
| Q2 2016 | $361,000 | – | 3,100 | – | 0.11% | – |
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% |