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 | $18,131 | +1.7% | 265 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $17,831 | +3389.4% | 253 | +3062.5% | 0.00% | – |
| Q1 2023 | $511 | +9.2% | 8 | 0.0% | 0.00% | – |
| Q4 2022 | $468 | – | 8 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 8 | -98.2% | 0.00% | -100.0% |
| Q2 2022 | $27,000 | +2600.0% | 448 | +5500.0% | 0.00% | – |
| Q1 2022 | $1,000 | -92.3% | 8 | -94.9% | 0.00% | -100.0% |
| Q4 2021 | $13,000 | +1200.0% | 157 | +1862.5% | 0.00% | – |
| Q3 2021 | $1,000 | -93.8% | 8 | -96.4% | 0.00% | -100.0% |
| Q2 2021 | $16,000 | -99.9% | 220 | -47.2% | 0.00% | -60.0% |
| Q1 2021 | $27,159,000 | +100488.9% | 417 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $27,000 | +12.5% | 417 | +301.0% | 0.01% | -14.3% |
| Q3 2020 | $24,000 | +9.1% | 104 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | +29.4% | 104 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $17,000 | -57.5% | 104 | -50.0% | 0.01% | -14.3% |
| Q4 2019 | $40,000 | +110.5% | 208 | +101.9% | 0.01% | +16.7% |
| Q3 2019 | $19,000 | +5.6% | 103 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $18,000 | 0.0% | 103 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $18,000 | +125.0% | 103 | +94.3% | 0.01% | +100.0% |
| Q4 2018 | $8,000 | -11.1% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | 0.0% | 53 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $9,000 | -59.1% | 53 | -62.9% | 0.01% | -64.3% |
| Q1 2018 | $22,000 | +175.0% | 143 | +169.8% | 0.01% | +180.0% |
| Q4 2017 | $8,000 | – | 53 | – | 0.01% | – |
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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% |