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 | $681,258 | -2.9% | 9,957 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $701,769 | +10.3% | 9,957 | 0.0% | 0.14% | +5.2% |
| Q1 2023 | $636,153 | +9.2% | 9,957 | 0.0% | 0.14% | -2.2% |
| Q4 2022 | $582,485 | -22.0% | 9,957 | -22.8% | 0.14% | -31.3% |
| Q3 2022 | $747,000 | -4.1% | 12,906 | 0.0% | 0.20% | -2.4% |
| Q2 2022 | $779,000 | -22.8% | 12,906 | -2.3% | 0.21% | -4.6% |
| Q1 2022 | $1,009,000 | -8.7% | 13,206 | 0.0% | 0.22% | +2.9% |
| Q4 2021 | $1,105,000 | +13.2% | 13,206 | 0.0% | 0.21% | +4.0% |
| Q3 2021 | $976,000 | +1.7% | 13,206 | 0.0% | 0.20% | +2.5% |
| Q2 2021 | $960,000 | +11.6% | 13,206 | 0.0% | 0.20% | +2.1% |
| Q1 2021 | $860,000 | -11.8% | 13,206 | -13.5% | 0.19% | -19.6% |
| Q4 2020 | $975,000 | +10.5% | 15,272 | +300.0% | 0.24% | -0.8% |
| Q3 2020 | $882,000 | +11.4% | 3,818 | 0.0% | 0.24% | +2.5% |
| Q2 2020 | $792,000 | +25.7% | 3,818 | 0.0% | 0.24% | +0.4% |
| Q1 2020 | $630,000 | -14.7% | 3,818 | 0.0% | 0.24% | +21.8% |
| Q4 2019 | $739,000 | +7.6% | 3,818 | 0.0% | 0.19% | -3.5% |
| Q3 2019 | $687,000 | – | 3,818 | – | 0.20% | – |
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% |