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 | $901 | -2.8% | 13,169 | +0.1% | 0.14% | 0.0% |
| Q2 2023 | $927 | -99.9% | 13,159 | -2.3% | 0.14% | -0.7% |
| Q1 2023 | $860,534 | +9.8% | 13,469 | +0.6% | 0.14% | +1.4% |
| Q4 2022 | $783,549 | +1.1% | 13,394 | 0.0% | 0.14% | -13.7% |
| Q3 2022 | $775,000 | -4.1% | 13,394 | 0.0% | 0.16% | -1.8% |
| Q2 2022 | $808,000 | -21.0% | 13,394 | 0.0% | 0.16% | -11.4% |
| Q1 2022 | $1,023,000 | -8.7% | 13,394 | 0.0% | 0.18% | -8.9% |
| Q4 2021 | $1,121,000 | +13.2% | 13,394 | 0.0% | 0.20% | +3.0% |
| Q3 2021 | $990,000 | +1.6% | 13,394 | 0.0% | 0.20% | +2.1% |
| Q2 2021 | $974,000 | +2.2% | 13,394 | -8.5% | 0.19% | -4.0% |
| Q1 2021 | $953,000 | +1.9% | 14,644 | 0.0% | 0.20% | -7.8% |
| Q4 2020 | $935,000 | +10.5% | 14,644 | +300.0% | 0.22% | -6.4% |
| Q3 2020 | $846,000 | +10.2% | 3,661 | -1.1% | 0.23% | +7.4% |
| Q2 2020 | $768,000 | +25.7% | 3,701 | +0.0% | 0.22% | +7.4% |
| Q1 2020 | $611,000 | -14.9% | 3,700 | -0.3% | 0.20% | +11.6% |
| Q4 2019 | $718,000 | +16.2% | 3,710 | +8.0% | 0.18% | +7.1% |
| Q3 2019 | $618,000 | +147.2% | 3,435 | +146.2% | 0.17% | +148.5% |
| Q2 2019 | $250,000 | +3.3% | 1,395 | -0.7% | 0.07% | +1.5% |
| Q1 2019 | $242,000 | +14.7% | 1,405 | +0.4% | 0.07% | 0.0% |
| Q4 2018 | $211,000 | – | 1,400 | – | 0.07% | – |
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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% |