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 | $2,907,594 | -4.0% | 42,496 | -1.1% | 0.36% | -0.6% |
| Q2 2023 | $3,028,825 | -0.8% | 42,974 | -10.1% | 0.36% | -5.8% |
| Q1 2023 | $3,052,660 | +25.2% | 47,780 | +13.4% | 0.38% | +8.2% |
| Q3 2022 | $2,438,000 | -16.2% | 42,144 | -9.7% | 0.35% | -9.3% |
| Q2 2022 | $2,909,000 | +194.4% | 46,687 | +230.2% | 0.39% | +220.7% |
| Q1 2022 | $988,000 | +78.0% | 14,138 | +113.1% | 0.12% | +92.1% |
| Q4 2021 | $555,000 | +14.2% | 6,634 | +0.9% | 0.06% | -3.1% |
| Q3 2021 | $486,000 | -3.2% | 6,575 | +0.1% | 0.06% | -12.2% |
| Q2 2021 | $502,000 | +16.2% | 6,571 | -1.0% | 0.07% | +5.7% |
| Q1 2021 | $432,000 | -1.1% | 6,637 | -0.9% | 0.07% | -6.7% |
| Q4 2020 | $437,000 | +12.9% | 6,697 | +300.3% | 0.08% | -3.8% |
| Q3 2020 | $387,000 | +10.3% | 1,673 | -1.3% | 0.08% | -8.2% |
| Q2 2020 | $351,000 | +29.0% | 1,695 | +2.5% | 0.08% | +32.8% |
| Q1 2020 | $272,000 | +17.2% | 1,653 | +37.6% | 0.06% | +36.2% |
| Q4 2019 | $232,000 | +9.4% | 1,201 | 0.0% | 0.05% | -7.8% |
| Q3 2018 | $212,000 | +8.7% | 1,201 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $195,000 | -42.3% | 1,201 | -51.5% | 0.05% | -46.3% |
| Q2 2017 | $338,000 | – | 2,474 | – | 0.10% | – |
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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% |