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 | $31,420 | -2.9% | 459 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32,366 | +10.6% | 459 | +0.2% | 0.01% | -7.7% |
| Q1 2023 | $29,277 | +9.5% | 458 | +0.2% | 0.01% | -23.5% |
| Q4 2022 | $26,727 | +2.8% | 457 | +0.4% | 0.02% | -10.5% |
| Q3 2022 | $26,000 | -3.7% | 455 | 0.0% | 0.02% | -13.6% |
| Q2 2022 | $27,000 | -61.4% | 455 | -49.9% | 0.02% | -55.1% |
| Q1 2022 | $70,000 | +84.2% | 908 | +100.4% | 0.05% | +69.0% |
| Q4 2021 | $38,000 | +5.6% | 453 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $36,000 | +9.1% | 453 | +0.2% | 0.03% | +20.8% |
| Q2 2021 | $33,000 | +13.8% | 452 | +0.2% | 0.02% | +4.3% |
| Q1 2021 | $29,000 | 0.0% | 451 | 0.0% | 0.02% | -17.9% |
| Q4 2020 | $29,000 | – | 451 | – | 0.03% | – |
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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% |