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 | $228,044 | -4.4% | 3,333 | -1.5% | 0.10% | -8.7% |
| Q2 2023 | $238,575 | +11.3% | 3,385 | +0.9% | 0.10% | +4.0% |
| Q1 2023 | $214,351 | +6.2% | 3,355 | -2.8% | 0.10% | -2.9% |
| Q4 2022 | $201,825 | -3.0% | 3,450 | -4.0% | 0.10% | -7.2% |
| Q3 2022 | $208,000 | -6.7% | 3,593 | +23.1% | 0.11% | +27.6% |
| Q1 2022 | $223,000 | -6.3% | 2,918 | +2.6% | 0.09% | -7.4% |
| Q4 2021 | $238,000 | +17.8% | 2,845 | +4.3% | 0.09% | +14.6% |
| Q3 2021 | $202,000 | -4.3% | 2,728 | +199.5% | 0.08% | -13.7% |
| Q3 2020 | $211,000 | +2.9% | 911 | -7.8% | 0.10% | -5.9% |
| Q2 2020 | $205,000 | -4.7% | 988 | -29.9% | 0.10% | +8.6% |
| Q4 2017 | $215,000 | +6.4% | 1,409 | 0.0% | 0.09% | +9.4% |
| Q3 2017 | $202,000 | -11.0% | 1,409 | -29.3% | 0.08% | -45.2% |
| Q2 2015 | $227,000 | -3.4% | 1,994 | -3.2% | 0.16% | -4.3% |
| Q1 2015 | $235,000 | +2.2% | 2,059 | 0.0% | 0.16% | -2.4% |
| Q4 2014 | $230,000 | +2.2% | 2,059 | -2.1% | 0.17% | 0.0% |
| Q3 2014 | $225,000 | -11.4% | 2,104 | -12.8% | 0.17% | -9.8% |
| Q2 2014 | $254,000 | -1.2% | 2,414 | -6.3% | 0.18% | -7.1% |
| Q1 2014 | $257,000 | +3.2% | 2,577 | +2.4% | 0.20% | -1.0% |
| Q4 2013 | $249,000 | +11.2% | 2,517 | +0.5% | 0.20% | +2.0% |
| Q3 2013 | $224,000 | +6.7% | 2,505 | 0.0% | 0.20% | -1.5% |
| Q2 2013 | $210,000 | – | 2,505 | – | 0.20% | – |
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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% |