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 | $30,866,652 | -8.5% | 449,670 | -6.1% | 0.08% | -5.8% |
| Q2 2023 | $33,736,021 | +6.6% | 478,661 | -3.4% | 0.09% | +2.4% |
| Q1 2023 | $31,660,764 | -10.2% | 495,551 | -17.8% | 0.08% | -16.8% |
| Q4 2022 | $35,265,527 | +4.2% | 602,829 | +3.1% | 0.10% | -8.2% |
| Q3 2022 | $33,830,000 | -3.5% | 584,790 | +0.7% | 0.11% | +2.8% |
| Q2 2022 | $35,050,000 | -19.4% | 580,783 | +2.0% | 0.11% | -7.8% |
| Q1 2022 | $43,510,000 | -3.1% | 569,648 | +6.1% | 0.12% | -2.5% |
| Q4 2021 | $44,904,000 | +17.3% | 536,679 | +3.6% | 0.12% | +5.3% |
| Q3 2021 | $38,296,000 | +3.7% | 518,151 | +2.1% | 0.11% | +5.6% |
| Q2 2021 | $36,912,000 | -6.0% | 507,518 | -15.9% | 0.11% | -13.0% |
| Q1 2021 | $39,279,000 | +6.5% | 603,272 | +4.4% | 0.12% | -2.4% |
| Q4 2020 | $36,865,000 | +16.9% | 577,647 | +322.5% | 0.13% | 0.0% |
| Q3 2020 | $31,525,000 | +16.3% | 136,733 | +4.6% | 0.13% | +5.9% |
| Q2 2020 | $27,117,000 | +59.6% | 130,691 | +27.0% | 0.12% | +30.8% |
| Q1 2020 | $16,990,000 | -5.7% | 102,936 | +10.7% | 0.09% | +4.6% |
| Q4 2019 | $18,008,000 | +13.9% | 92,998 | +2.4% | 0.09% | +2.4% |
| Q3 2019 | $15,814,000 | +3.7% | 90,841 | +6.7% | 0.08% | -4.5% |
| Q2 2019 | $15,257,000 | +19.0% | 85,122 | +14.5% | 0.09% | +27.1% |
| Q1 2019 | $12,817,000 | +26.7% | 74,366 | +13.8% | 0.07% | 0.0% |
| Q4 2018 | $10,115,000 | – | 65,372 | – | 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% |