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 | $335,943 | -2.9% | 4,910 | 0.0% | 0.24% | +3.5% |
| Q2 2023 | $346,057 | +13.2% | 4,910 | +2.6% | 0.23% | +8.5% |
| Q1 2023 | $305,714 | +9.2% | 4,785 | 0.0% | 0.21% | +7.0% |
| Q4 2022 | $279,922 | +1.1% | 4,785 | 0.0% | 0.20% | -10.0% |
| Q3 2022 | $277,000 | -4.2% | 4,785 | 0.0% | 0.22% | +3.8% |
| Q2 2022 | $289,000 | -35.6% | 4,785 | -18.7% | 0.21% | -18.7% |
| Q1 2022 | $449,000 | -8.7% | 5,885 | 0.0% | 0.26% | +2.3% |
| Q4 2021 | $492,000 | +4.2% | 5,885 | -7.8% | 0.26% | -5.9% |
| Q3 2021 | $472,000 | +5.4% | 6,385 | +3.6% | 0.27% | +7.5% |
| Q2 2021 | $448,000 | +20.1% | 6,165 | +7.6% | 0.25% | +5.0% |
| Q1 2021 | $373,000 | +5.7% | 5,730 | +3.6% | 0.24% | -5.9% |
| Q4 2020 | $353,000 | +13.1% | 5,530 | +309.6% | 0.26% | -10.2% |
| Q3 2020 | $312,000 | +11.4% | 1,350 | 0.0% | 0.28% | -7.5% |
| Q2 2020 | $280,000 | +25.6% | 1,350 | 0.0% | 0.31% | +9.6% |
| Q1 2020 | $223,000 | -34.2% | 1,350 | -22.8% | 0.28% | 0.0% |
| Q4 2019 | $339,000 | +7.6% | 1,749 | 0.0% | 0.28% | -6.6% |
| Q3 2019 | $315,000 | +0.6% | 1,749 | 0.0% | 0.30% | -0.3% |
| Q2 2019 | $313,000 | +4.0% | 1,749 | 0.0% | 0.30% | -2.6% |
| Q1 2019 | $301,000 | +14.0% | 1,749 | 0.0% | 0.31% | -5.2% |
| Q4 2018 | $264,000 | – | 1,749 | – | 0.33% | – |
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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% |