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 | $551,143 | -15.6% | 8,055 | -13.1% | 0.03% | -10.5% |
| Q2 2023 | $653,217 | +8.1% | 9,268 | -2.0% | 0.04% | +5.6% |
| Q1 2023 | $604,074 | +11.7% | 9,455 | +2.3% | 0.04% | +2.9% |
| Q4 2022 | $540,831 | -5.6% | 9,245 | -6.7% | 0.04% | -10.3% |
| Q3 2022 | $573,000 | -12.9% | 9,905 | -9.2% | 0.04% | -9.3% |
| Q2 2022 | $658,000 | -29.0% | 10,906 | -10.1% | 0.04% | -20.4% |
| Q1 2022 | $927,000 | -21.3% | 12,131 | -13.8% | 0.05% | -21.7% |
| Q4 2021 | $1,178,000 | +0.4% | 14,076 | -11.3% | 0.07% | -11.5% |
| Q3 2021 | $1,173,000 | -0.2% | 15,869 | -1.8% | 0.08% | -9.3% |
| Q2 2021 | $1,175,000 | +8.2% | 16,162 | -3.1% | 0.09% | -13.1% |
| Q1 2021 | $1,086,000 | +48.2% | 16,676 | +45.2% | 0.10% | +23.8% |
| Q4 2020 | $733,000 | +17.3% | 11,483 | +324.7% | 0.08% | +1.3% |
| Q3 2020 | $625,000 | -16.3% | 2,704 | -24.9% | 0.08% | -10.2% |
| Q2 2020 | $747,000 | +25.1% | 3,601 | -0.4% | 0.09% | -24.8% |
| Q1 2020 | $597,000 | -15.4% | 3,617 | -0.8% | 0.12% | +23.2% |
| Q4 2019 | $706,000 | – | 3,647 | – | 0.10% | – |
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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% |