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 | $203,587 | -48.2% | 2,976 | -51.6% | 0.04% | -57.5% |
| Q4 2020 | $393,000 | -34.6% | 6,152 | +98.3% | 0.09% | -53.2% |
| Q4 2019 | $601,000 | +14.5% | 3,102 | +6.3% | 0.19% | +6.3% |
| Q3 2019 | $525,000 | -5.6% | 2,917 | -6.1% | 0.18% | -5.9% |
| Q2 2019 | $556,000 | +0.4% | 3,105 | -3.4% | 0.19% | -2.6% |
| Q1 2019 | $554,000 | +3.4% | 3,214 | -9.6% | 0.19% | -12.8% |
| Q4 2018 | $536,000 | -17.2% | 3,554 | -2.7% | 0.22% | -2.2% |
| Q3 2018 | $647,000 | -14.8% | 3,652 | -21.8% | 0.22% | -22.2% |
| Q2 2018 | $759,000 | +97.7% | 4,668 | +88.5% | 0.29% | +85.8% |
| Q1 2018 | $384,000 | -16.2% | 2,476 | -17.4% | 0.16% | -19.3% |
| Q4 2017 | $458,000 | +15.9% | 2,997 | +8.9% | 0.19% | +9.1% |
| Q3 2017 | $395,000 | -0.3% | 2,751 | -4.9% | 0.18% | -10.7% |
| Q2 2017 | $396,000 | +12.2% | 2,893 | +7.8% | 0.20% | +7.7% |
| Q1 2017 | $353,000 | +15.0% | 2,684 | +6.4% | 0.18% | -1.1% |
| Q4 2016 | $307,000 | – | 2,523 | – | 0.18% | – |
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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% |