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 | $2,227,892 | +5.8% | 32,562 | +9.0% | 0.01% | +20.0% |
| Q2 2023 | $2,105,520 | +10.5% | 29,874 | +0.2% | 0.01% | +11.1% |
| Q1 2023 | $1,904,944 | +781.9% | 29,816 | +1055.7% | 0.01% | +800.0% |
| Q4 2021 | $216,000 | -11.8% | 2,580 | -31.5% | 0.00% | 0.0% |
| Q1 2021 | $245,000 | +2.1% | 3,764 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $240,000 | -88.6% | 3,764 | -73.1% | 0.00% | -92.9% |
| Q4 2018 | $2,105,000 | -33.5% | 13,974 | -21.8% | 0.01% | -17.6% |
| Q3 2018 | $3,167,000 | +38.7% | 17,878 | +27.3% | 0.02% | +21.4% |
| Q2 2018 | $2,284,000 | +59.7% | 14,047 | +52.4% | 0.01% | +55.6% |
| Q1 2018 | $1,430,000 | +445.8% | 9,218 | +436.6% | 0.01% | +800.0% |
| Q4 2017 | $262,000 | – | 1,718 | – | 0.00% | – |
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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% |