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 | $679,890 | -2.9% | 9,937 | 0.0% | 0.20% | +7.5% |
| Q2 2023 | $700,360 | +10.3% | 9,937 | 0.0% | 0.19% | +8.1% |
| Q1 2023 | $634,874 | +9.2% | 9,937 | 0.0% | 0.17% | +3.0% |
| Q4 2022 | $581,314 | -99.9% | 9,937 | -1.5% | 0.17% | -22.0% |
| Q3 2022 | $583,359,000 | -4.1% | 10,084 | 0.0% | 0.21% | 0.0% |
| Q2 2022 | $608,569,000 | -21.0% | 10,084 | 0.0% | 0.21% | -7.8% |
| Q1 2022 | $770,215,000 | -9.2% | 10,084 | -0.5% | 0.23% | -5.3% |
| Q4 2021 | $848,162,000 | +13.2% | 10,137 | 0.0% | 0.24% | +12.9% |
| Q3 2021 | $749,225,000 | +15.8% | 10,137 | +2.0% | 0.22% | -11.4% |
| Q1 2021 | $646,998,000 | -4.9% | 9,937 | -7.1% | 0.24% | -14.6% |
| Q4 2020 | $680,306,000 | +10.1% | 10,700 | +300.0% | 0.29% | -7.1% |
| Q3 2020 | $618,139,000 | +11.4% | 2,675 | 0.0% | 0.31% | -3.1% |
| Q2 2020 | $555,035,000 | – | 2,675 | – | 0.32% | – |
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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% |