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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $882 | -99.9% | 11,542 | +0.9% | 0.14% | +5.2% |
| Q3 2022 | $662,000 | -5.0% | 11,442 | -0.9% | 0.14% | +2.3% |
| Q2 2022 | $697,000 | -21.0% | 11,542 | 0.0% | 0.13% | -7.0% |
| Q1 2022 | $882,000 | -5.4% | 11,542 | +3.6% | 0.14% | -4.7% |
| Q4 2021 | $932,000 | +13.2% | 11,142 | 0.0% | 0.15% | +2.8% |
| Q3 2021 | $823,000 | +21.0% | 11,142 | +19.2% | 0.14% | +22.9% |
| Q2 2021 | $680,000 | +13.5% | 9,345 | +1.6% | 0.12% | +3.5% |
| Q1 2021 | $599,000 | +1.4% | 9,202 | -0.7% | 0.11% | -8.8% |
| Q4 2020 | $591,000 | +5.7% | 9,266 | +282.9% | 0.12% | -6.7% |
| Q3 2020 | $559,000 | -8.2% | 2,420 | -17.6% | 0.13% | -17.8% |
| Q2 2020 | $609,000 | +16.9% | 2,936 | -6.9% | 0.16% | -9.4% |
| Q1 2020 | $521,000 | -23.0% | 3,155 | -9.7% | 0.18% | +2.9% |
| Q4 2019 | $677,000 | +7.6% | 3,495 | +0.1% | 0.18% | -3.8% |
| Q3 2019 | $629,000 | -3.8% | 3,493 | -4.2% | 0.18% | -4.7% |
| Q2 2019 | $654,000 | +9.2% | 3,647 | +5.0% | 0.19% | +6.7% |
| Q1 2019 | $599,000 | +60.2% | 3,474 | +40.0% | 0.18% | +36.6% |
| Q4 2018 | $374,000 | -12.2% | 2,482 | +3.2% | 0.13% | -3.0% |
| Q3 2018 | $426,000 | +7.3% | 2,406 | -1.5% | 0.14% | +3.8% |
| Q2 2018 | $397,000 | – | 2,443 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |