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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $56,294,871 | +760.1% | 881,122 | +928.2% | 9.92% | +1038.9% |
| Q1 2022 | $6,545,000 | -92.3% | 85,692 | -91.6% | 0.87% | -91.5% |
| Q4 2021 | $85,507,000 | +479.0% | 1,021,958 | +341.6% | 10.27% | +280.8% |
| Q4 2020 | $14,768,000 | -2.1% | 231,398 | +254.6% | 2.70% | -18.3% |
| Q3 2020 | $15,079,000 | -11.4% | 65,256 | -20.4% | 3.30% | -18.9% |
| Q2 2020 | $17,013,000 | +205.3% | 81,992 | +142.9% | 4.07% | +131.2% |
| Q1 2020 | $5,572,000 | +92.4% | 33,759 | +125.7% | 1.76% | +200.2% |
| Q4 2019 | $2,896,000 | +39.9% | 14,957 | +30.1% | 0.59% | +33.4% |
| Q3 2019 | $2,070,000 | +6.3% | 11,499 | +5.9% | 0.44% | -3.3% |
| Q2 2019 | $1,947,000 | +129.9% | 10,862 | +120.9% | 0.46% | +172.5% |
| Q1 2019 | $847,000 | -64.0% | 4,917 | -68.5% | 0.17% | -67.0% |
| Q4 2018 | $2,354,000 | -24.7% | 15,620 | -11.5% | 0.51% | -32.6% |
| Q3 2018 | $3,127,000 | +242.5% | 17,647 | +214.2% | 0.75% | +183.4% |
| Q2 2018 | $913,000 | -73.1% | 5,616 | -74.7% | 0.26% | -69.2% |
| Q4 2017 | $3,389,000 | -5.5% | 22,182 | -11.3% | 0.86% | -15.3% |
| Q3 2017 | $3,587,000 | – | 25,010 | – | 1.02% | – |
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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% |