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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $566,929 | +9.8% | 7,549 | 0.0% | 0.02% | -5.0% |
| Q3 2023 | $516,502 | -8.1% | 7,549 | -5.3% | 0.02% | -4.8% |
| Q2 2023 | $561,866 | +65.7% | 7,972 | +50.2% | 0.02% | +61.5% |
| Q1 2023 | $339,000 | +80614.3% | 5,306 | -26.0% | 0.01% | -23.5% |
| Q4 2022 | $420 | -99.9% | 7,174 | -3.3% | 0.02% | -10.5% |
| Q3 2022 | $429,000 | -4.2% | 7,420 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $448,000 | -29.0% | 7,420 | -10.2% | 0.02% | -13.6% |
| Q1 2022 | $631,000 | +52.0% | 8,259 | +66.7% | 0.02% | +57.1% |
| Q4 2021 | $415,000 | -9.8% | 4,954 | -20.3% | 0.01% | -17.6% |
| Q3 2021 | $460,000 | -38.7% | 6,217 | -39.7% | 0.02% | -37.0% |
| Q2 2021 | $750,000 | +17.0% | 10,310 | +4.7% | 0.03% | +8.0% |
| Q1 2021 | $641,000 | +1.9% | 9,851 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $629,000 | +10.5% | 9,851 | +300.3% | 0.03% | 0.0% |
| Q3 2020 | $569,000 | +11.4% | 2,461 | +0.0% | 0.03% | 0.0% |
| Q2 2020 | $511,000 | +25.9% | 2,460 | +0.2% | 0.03% | +8.3% |
| Q1 2020 | $406,000 | – | 2,456 | – | 0.02% | – |
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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% |