ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,764,316 | -12.0% | 84,249 | -9.4% | 4.60% | -10.7% |
| Q2 2023 | $6,552,314 | +2.7% | 92,967 | -7.1% | 5.16% | +14.2% |
| Q4 2020 | $6,383,000 | -29.4% | 100,021 | +155.7% | 4.52% | -23.7% |
| Q3 2020 | $9,041,000 | +4.2% | 39,123 | -6.4% | 5.92% | +2.6% |
| Q2 2020 | $8,675,000 | +14.4% | 41,810 | -9.0% | 5.77% | +9.9% |
| Q1 2020 | $7,580,000 | -36.2% | 45,925 | -30.4% | 5.25% | -5.6% |
| Q3 2019 | $11,885,000 | -5.4% | 66,019 | -5.8% | 5.57% | +9.9% |
| Q2 2019 | $12,567,000 | -4.3% | 70,114 | -7.9% | 5.06% | -5.3% |
| Q1 2019 | $13,126,000 | – | 76,153 | – | 5.35% | – |
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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% |