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 | $350,447 | -2.9% | 5,122 | 0.0% | 0.15% | +1.4% |
| Q2 2023 | $360,999 | +10.3% | 5,122 | 0.0% | 0.14% | +4.3% |
| Q1 2023 | $327,245 | +9.2% | 5,122 | 0.0% | 0.14% | +2.2% |
| Q4 2022 | $299,637 | +1.2% | 5,122 | 0.0% | 0.14% | -3.5% |
| Q3 2022 | $296,000 | -4.2% | 5,122 | 0.0% | 0.14% | -4.7% |
| Q2 2022 | $309,000 | +25.1% | 5,122 | +58.7% | 0.15% | +41.0% |
| Q1 2022 | $247,000 | -8.5% | 3,228 | 0.0% | 0.10% | -6.2% |
| Q4 2021 | $270,000 | +13.0% | 3,228 | 0.0% | 0.11% | +1.8% |
| Q3 2021 | $239,000 | +1.7% | 3,228 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $235,000 | +11.9% | 3,228 | 0.0% | 0.11% | -0.9% |
| Q1 2021 | $210,000 | +1.9% | 3,228 | 0.0% | 0.11% | -5.1% |
| Q4 2020 | $206,000 | – | 3,228 | – | 0.12% | – |
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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% |