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 | $4,057,636 | -6.3% | 58,560 | -4.7% | 0.55% | -5.8% |
| Q2 2023 | $4,328,751 | +10.0% | 61,418 | -0.3% | 0.58% | -3.9% |
| Q1 2023 | $3,934,334 | -2.4% | 61,580 | -10.7% | 0.61% | -1.8% |
| Q4 2022 | $4,032,109 | +0.6% | 68,925 | -0.5% | 0.62% | -7.2% |
| Q3 2022 | $4,007,000 | -21.6% | 69,272 | -18.2% | 0.67% | -14.4% |
| Q2 2022 | $5,113,000 | -21.4% | 84,726 | -0.5% | 0.78% | -14.0% |
| Q1 2022 | $6,503,000 | +41.4% | 85,143 | +54.9% | 0.91% | +38.7% |
| Q4 2021 | $4,599,000 | +20.0% | 54,961 | +6.0% | 0.65% | +8.1% |
| Q3 2021 | $3,832,000 | +27.7% | 51,853 | +25.7% | 0.60% | +25.8% |
| Q2 2021 | $3,000,000 | +11.5% | 41,248 | -0.2% | 0.48% | +4.3% |
| Q1 2021 | $2,691,000 | +1.8% | 41,332 | -0.2% | 0.46% | -6.5% |
| Q4 2020 | $2,643,000 | +30.1% | 41,412 | +371.0% | 0.49% | +9.6% |
| Q3 2020 | $2,032,000 | +7.4% | 8,792 | -3.6% | 0.45% | +1.6% |
| Q2 2020 | $1,892,000 | +38.7% | 9,117 | +10.3% | 0.44% | +20.4% |
| Q1 2020 | $1,364,000 | -13.1% | 8,265 | +1.9% | 0.37% | +11.5% |
| Q4 2019 | $1,570,000 | +5.7% | 8,110 | 0.0% | 0.33% | +0.6% |
| Q3 2019 | $1,485,000 | +12.8% | 8,110 | +10.4% | 0.33% | +6.5% |
| Q2 2019 | $1,317,000 | +10.6% | 7,346 | +6.3% | 0.31% | +4.4% |
| Q1 2019 | $1,191,000 | +22.3% | 6,911 | +6.9% | 0.30% | +3.1% |
| Q4 2018 | $974,000 | – | 6,466 | – | 0.29% | – |
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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% |