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 | $1,174,429 | +252.9% | 17,165 | +263.5% | 0.03% | +300.0% |
| Q2 2023 | $332,807 | +10.4% | 4,722 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $301,435 | +30043.5% | 4,718 | +29387.5% | 0.01% | – |
| Q4 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -66.7% | 16 | -69.8% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 53 | +278.6% | 0.00% | – |
| Q3 2020 | $3,000 | -40.0% | 14 | -48.1% | 0.00% | – |
| Q2 2020 | $5,000 | -54.5% | 27 | -62.5% | 0.00% | -100.0% |
| Q1 2020 | $11,000 | -26.7% | 72 | -11.1% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | +150.0% | 81 | +131.4% | 0.00% | – |
| Q3 2019 | $6,000 | – | 35 | – | 0.00% | – |
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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% |