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 | $4,607,745 | -28.3% | 67,345 | -26.2% | 1.58% | -26.2% |
| Q2 2023 | $6,430,595 | +10.2% | 91,240 | -0.1% | 2.14% | +6.4% |
| Q1 2023 | $5,835,202 | +76.3% | 91,332 | +61.4% | 2.02% | +56.3% |
| Q4 2022 | $3,310,164 | +4.2% | 56,584 | +3.0% | 1.29% | -4.5% |
| Q3 2022 | $3,178,000 | +43.7% | 54,943 | +49.9% | 1.35% | +41.9% |
| Q2 2022 | $2,211,000 | -16.9% | 36,643 | +5.2% | 0.95% | -7.2% |
| Q1 2022 | $2,661,000 | -19.2% | 34,832 | -11.5% | 1.03% | -27.3% |
| Q4 2021 | $3,295,000 | +15.3% | 39,377 | +1.8% | 1.41% | +5.1% |
| Q3 2021 | $2,859,000 | -2.9% | 38,679 | -4.5% | 1.34% | -2.3% |
| Q2 2021 | $2,944,000 | +0.4% | 40,484 | -10.1% | 1.37% | -18.1% |
| Q1 2021 | $2,933,000 | +2.0% | 45,045 | 0.0% | 1.68% | -6.3% |
| Q4 2020 | $2,875,000 | +14.4% | 45,045 | +314.1% | 1.79% | -4.7% |
| Q3 2020 | $2,513,000 | +7.0% | 10,877 | -3.9% | 1.88% | -24.8% |
| Q2 2020 | $2,348,000 | +18.5% | 11,317 | -5.7% | 2.50% | -2.7% |
| Q1 2020 | $1,982,000 | -24.4% | 12,007 | -11.3% | 2.57% | +11.0% |
| Q4 2019 | $2,620,000 | -1.9% | 13,530 | -8.8% | 2.32% | +57.8% |
| Q3 2019 | $2,671,000 | -3.0% | 14,837 | -3.4% | 1.47% | +4.0% |
| Q2 2019 | $2,754,000 | +0.5% | 15,364 | -3.3% | 1.41% | -2.6% |
| Q1 2019 | $2,739,000 | +14.1% | 15,889 | -0.3% | 1.45% | +17.4% |
| Q4 2018 | $2,401,000 | – | 15,936 | – | 1.24% | – |
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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% |