ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,175 | -3.7% | 8,845 | -0.8% | 0.07% | -2.9% |
| Q2 2023 | $628,188 | -61.9% | 8,913 | +12.1% | 0.07% | -66.3% |
| Q2 2020 | $1,650,000 | +20.4% | 7,952 | -4.2% | 0.21% | +2.0% |
| Q1 2020 | $1,370,000 | -21.5% | 8,302 | -7.8% | 0.20% | +6.8% |
| Q4 2019 | $1,745,000 | +17.6% | 9,009 | +9.3% | 0.19% | -15.5% |
| Q3 2019 | $1,484,000 | +73.2% | 8,242 | +17.1% | 0.23% | +52.7% |
| Q4 2016 | $857,000 | +308.1% | 7,038 | +262.0% | 0.15% | +377.4% |
| Q3 2015 | $210,000 | -35.2% | 1,944 | -31.6% | 0.03% | -22.5% |
| Q2 2015 | $324,000 | – | 2,843 | – | 0.04% | – |
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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% |