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 | $1,056,443 | +420.7% | 15,201 | +440.4% | 0.10% | +444.4% |
| Q2 2023 | $202,898 | -23.7% | 2,813 | -31.6% | 0.02% | -85.2% |
| Q4 2020 | $266,000 | -7.6% | 4,111 | +234.8% | 0.12% | -20.8% |
| Q3 2020 | $288,000 | -12.7% | 1,228 | -20.9% | 0.15% | -23.4% |
| Q2 2020 | $330,000 | +18.3% | 1,552 | 0.0% | 0.20% | -3.4% |
| Q1 2020 | $279,000 | -7.6% | 1,552 | +2.7% | 0.21% | +5.1% |
| Q4 2019 | $302,000 | +14.0% | 1,511 | 0.0% | 0.20% | -9.6% |
| Q3 2019 | $265,000 | -26.2% | 1,511 | -23.2% | 0.22% | -36.3% |
| Q2 2019 | $359,000 | -3.8% | 1,967 | -7.8% | 0.34% | -14.2% |
| Q1 2019 | $373,000 | +44.0% | 2,134 | +24.4% | 0.40% | +16.9% |
| Q4 2018 | $259,000 | – | 1,716 | – | 0.34% | – |
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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% |