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 | $9,044,308 | -2.0% | 132,188 | +0.9% | 0.15% | -1.3% |
| Q2 2023 | $9,232,533 | +9.4% | 130,995 | -0.9% | 0.15% | +4.1% |
| Q1 2023 | $8,442,555 | +19.2% | 132,142 | +9.2% | 0.14% | +12.4% |
| Q4 2022 | $7,080,814 | -13.2% | 121,040 | -14.2% | 0.13% | -24.6% |
| Q3 2022 | $8,158,000 | +4.7% | 141,028 | +9.2% | 0.17% | +4.9% |
| Q2 2022 | $7,793,000 | -9.4% | 129,133 | +14.7% | 0.16% | -15.5% |
| Q1 2022 | $8,600,000 | -30.2% | 112,592 | -23.5% | 0.19% | -29.3% |
| Q4 2021 | $12,317,000 | -7.4% | 147,211 | -18.2% | 0.27% | -1.1% |
| Q3 2021 | $13,303,000 | -1.8% | 179,987 | -3.4% | 0.28% | -22.5% |
| Q2 2021 | $13,552,000 | +14.5% | 186,330 | +2.5% | 0.36% | +26.7% |
| Q1 2021 | $11,835,000 | -3.8% | 181,772 | -5.7% | 0.28% | -23.2% |
| Q4 2020 | $12,303,000 | +58.6% | 192,782 | +474.4% | 0.37% | -20.6% |
| Q3 2020 | $7,756,000 | +253.5% | 33,563 | +217.4% | 0.46% | +201.3% |
| Q2 2020 | $2,194,000 | -28.5% | 10,574 | -43.1% | 0.15% | +18.6% |
| Q1 2020 | $3,067,000 | +148.5% | 18,582 | +191.7% | 0.13% | +43.3% |
| Q4 2019 | $1,234,000 | +18.0% | 6,371 | +9.6% | 0.09% | +4.7% |
| Q3 2019 | $1,046,000 | +0.4% | 5,812 | 0.0% | 0.09% | -5.5% |
| Q2 2019 | $1,042,000 | +1.4% | 5,812 | -2.5% | 0.09% | -4.2% |
| Q1 2019 | $1,028,000 | +19.4% | 5,962 | +4.4% | 0.10% | +14.5% |
| Q4 2018 | $861,000 | – | 5,712 | – | 0.08% | – |
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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% |