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 | $1,264,459 | -3.1% | 18,481 | -0.1% | 0.42% | -0.9% |
| Q2 2023 | $1,304,291 | +1.7% | 18,506 | -7.8% | 0.42% | -24.5% |
| Q1 2023 | $1,282,059 | -8.6% | 20,067 | -16.3% | 0.56% | -8.4% |
| Q4 2022 | $1,402,089 | -5.7% | 23,967 | -6.8% | 0.61% | -15.5% |
| Q3 2022 | $1,487,000 | -4.1% | 25,706 | 0.0% | 0.72% | +0.8% |
| Q2 2022 | $1,551,000 | -26.7% | 25,706 | -7.2% | 0.72% | -16.5% |
| Q1 2022 | $2,117,000 | -12.2% | 27,712 | -3.9% | 0.86% | -6.2% |
| Q4 2021 | $2,412,000 | +13.2% | 28,824 | -0.0% | 0.91% | +5.5% |
| Q3 2021 | $2,131,000 | -4.1% | 28,837 | -5.6% | 0.87% | -1.9% |
| Q2 2021 | $2,221,000 | +9.7% | 30,543 | -1.8% | 0.88% | +4.9% |
| Q1 2021 | $2,025,000 | -1.0% | 31,100 | -3.0% | 0.84% | -1.4% |
| Q4 2020 | $2,045,000 | +6.0% | 32,049 | +283.8% | 0.85% | -6.9% |
| Q3 2020 | $1,930,000 | +1.0% | 8,350 | -9.4% | 0.92% | -8.4% |
| Q2 2020 | $1,911,000 | +61.9% | 9,212 | +28.8% | 1.00% | +27.7% |
| Q1 2020 | $1,180,000 | – | 7,150 | – | 0.78% | – |
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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% |