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 | $53,600,570 | -4.9% | 783,405 | -2.1% | 0.77% | -5.1% |
| Q2 2023 | $56,377,163 | +3.1% | 799,903 | -6.5% | 0.81% | -7.3% |
| Q1 2023 | $54,685,368 | +9.1% | 855,930 | -0.1% | 0.87% | +0.2% |
| Q4 2022 | $50,102,676 | +0.5% | 856,456 | -0.7% | 0.87% | -10.6% |
| Q3 2022 | $49,874,000 | -8.0% | 862,130 | -4.0% | 0.98% | -5.7% |
| Q2 2022 | $54,201,000 | -61.5% | 898,109 | -51.2% | 1.03% | -55.1% |
| Q1 2022 | $140,667,000 | -9.8% | 1,841,670 | -1.2% | 2.30% | -6.3% |
| Q4 2021 | $155,935,000 | -9.7% | 1,863,694 | -20.2% | 2.46% | -16.6% |
| Q3 2021 | $172,624,000 | -3.6% | 2,335,603 | -5.2% | 2.95% | -4.5% |
| Q2 2021 | $179,138,000 | -1.7% | 2,463,066 | -12.0% | 3.09% | -19.9% |
| Q1 2021 | $182,283,000 | -7.8% | 2,799,622 | -9.7% | 3.85% | -14.4% |
| Q4 2020 | $197,762,000 | +9.9% | 3,098,735 | +297.8% | 4.50% | -3.1% |
| Q3 2020 | $180,026,000 | +7.6% | 779,064 | -3.4% | 4.64% | -3.5% |
| Q2 2020 | $167,275,000 | +25.5% | 806,187 | -0.2% | 4.82% | +0.6% |
| Q1 2020 | $133,279,000 | -17.2% | 807,503 | -2.9% | 4.79% | +1.8% |
| Q4 2019 | $160,969,000 | – | 831,281 | – | 4.70% | – |
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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% |