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 2022 | $664,209 | -0.1% | 11,354 | -1.2% | 0.00% | -25.0% |
| Q3 2022 | $665,000 | -3.2% | 11,491 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $687,000 | -10.8% | 11,378 | +12.9% | 0.00% | 0.0% |
| Q1 2022 | $770,000 | -31.4% | 10,077 | -37.5% | 0.00% | -20.0% |
| Q4 2021 | $1,123,000 | +38.3% | 16,131 | +46.8% | 0.01% | +25.0% |
| Q3 2021 | $812,000 | +2.4% | 10,988 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $793,000 | +14.1% | 10,898 | +2.0% | 0.00% | 0.0% |
| Q1 2021 | $695,000 | -38.7% | 10,680 | -39.8% | 0.00% | -42.9% |
| Q4 2020 | $1,133,000 | +44.5% | 17,751 | +423.5% | 0.01% | +16.7% |
| Q3 2020 | $784,000 | +8.7% | 3,391 | -2.4% | 0.01% | 0.0% |
| Q2 2020 | $721,000 | +0.1% | 3,475 | -20.4% | 0.01% | -14.3% |
| Q1 2020 | $720,000 | -23.6% | 4,365 | -10.3% | 0.01% | -12.5% |
| Q4 2019 | $942,000 | +95.4% | 4,864 | +81.4% | 0.01% | +60.0% |
| Q3 2019 | $482,000 | +5.7% | 2,682 | +5.4% | 0.01% | 0.0% |
| Q2 2019 | $456,000 | +15.4% | 2,545 | +11.0% | 0.01% | +25.0% |
| Q1 2019 | $395,000 | +91.7% | 2,292 | +67.4% | 0.00% | +33.3% |
| Q4 2018 | $206,000 | – | 1,369 | – | 0.00% | – |
Download | ||||||
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% |