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 | $355,323 | -11.8% | 5,908 | -14.0% | 0.09% | -8.9% |
| Q3 2022 | $403,000 | -13.0% | 6,872 | +0.0% | 0.10% | +7.4% |
| Q2 2022 | $463,000 | -12.5% | 6,871 | -0.7% | 0.09% | +8.0% |
| Q1 2022 | $529,000 | -1.3% | 6,922 | -2.2% | 0.09% | +2.4% |
| Q4 2021 | $536,000 | +5.1% | 7,080 | +2.7% | 0.08% | +3.7% |
| Q3 2021 | $510,000 | +2.0% | 6,894 | +0.2% | 0.08% | +1.2% |
| Q2 2021 | $500,000 | +11.9% | 6,882 | +0.2% | 0.08% | +3.8% |
| Q1 2021 | $447,000 | +2.1% | 6,869 | +0.0% | 0.08% | -4.9% |
| Q4 2020 | $438,000 | +43.1% | 6,868 | +417.9% | 0.08% | +24.2% |
| Q3 2020 | $306,000 | -17.5% | 1,326 | -25.9% | 0.07% | -29.8% |
| Q2 2020 | $371,000 | -1.3% | 1,789 | -21.7% | 0.09% | -21.7% |
| Q1 2020 | $376,000 | +2.5% | 2,285 | +20.6% | 0.12% | +22.4% |
| Q4 2019 | $367,000 | +7.6% | 1,895 | +0.1% | 0.10% | -3.0% |
| Q3 2019 | $341,000 | +0.6% | 1,894 | +0.1% | 0.10% | -3.8% |
| Q2 2019 | $339,000 | +4.0% | 1,893 | 0.0% | 0.10% | -1.9% |
| Q1 2019 | $326,000 | +41.7% | 1,893 | +46.3% | 0.11% | -17.1% |
| Q3 2018 | $230,000 | -20.4% | 1,294 | -31.5% | 0.13% | +4.0% |
| Q4 2017 | $289,000 | – | 1,889 | – | 0.12% | – |
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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% |