ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,119 | +5.6% | 8,581 | +8.8% | 0.12% | +2.7% |
| Q2 2023 | $555,812 | +8.8% | 7,886 | -1.4% | 0.11% | +6.6% |
| Q1 2023 | $511,062 | +11.5% | 7,999 | +9.7% | 0.11% | +9.3% |
| Q4 2022 | $458,295 | -28.8% | 7,294 | -34.4% | 0.10% | -40.1% |
| Q3 2022 | $644,000 | -4.9% | 11,126 | -0.8% | 0.16% | +1.9% |
| Q2 2022 | $677,000 | -28.0% | 11,214 | -8.9% | 0.16% | -14.1% |
| Q1 2022 | $940,000 | -36.5% | 12,312 | -30.4% | 0.18% | -33.2% |
| Q4 2021 | $1,480,000 | +5.6% | 17,690 | -6.7% | 0.28% | -3.5% |
| Q3 2021 | $1,401,000 | -5.1% | 18,960 | -6.6% | 0.29% | -5.0% |
| Q2 2021 | $1,477,000 | +9.1% | 20,307 | -2.3% | 0.30% | +3.1% |
| Q1 2021 | $1,354,000 | -3.6% | 20,794 | -5.6% | 0.29% | -15.8% |
| Q4 2020 | $1,405,000 | +140400.0% | 22,019 | +317.7% | 0.35% | +4.5% |
| Q3 2020 | $1,000 | -99.9% | 5,271 | -8.1% | 0.33% | -5.4% |
| Q2 2020 | $1,190,000 | -13.9% | 5,736 | -31.5% | 0.35% | -29.0% |
| Q1 2020 | $1,382,000 | +5.7% | 8,371 | +23.9% | 0.50% | +32.3% |
| Q4 2019 | $1,308,000 | +14.1% | 6,756 | +5.6% | 0.38% | -17.8% |
| Q3 2019 | $1,146,000 | – | 6,400 | – | 0.46% | – |
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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% |