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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $955 | -99.9% | 16,328 | 0.0% | 0.43% | -4.6% |
| Q3 2022 | $945,000 | -4.1% | 16,328 | 0.0% | 0.45% | +5.8% |
| Q2 2022 | $985,000 | -21.0% | 16,328 | 0.0% | 0.43% | -10.6% |
| Q1 2022 | $1,247,000 | -18.5% | 16,328 | -10.8% | 0.48% | -10.0% |
| Q4 2021 | $1,531,000 | +13.2% | 18,304 | 0.0% | 0.53% | -5.3% |
| Q3 2021 | $1,353,000 | +1.7% | 18,304 | 0.0% | 0.56% | +3.9% |
| Q2 2021 | $1,331,000 | +8.7% | 18,304 | -2.7% | 0.54% | -1.6% |
| Q1 2021 | $1,224,000 | -5.6% | 18,804 | -7.4% | 0.55% | -9.1% |
| Q4 2020 | $1,296,000 | +7.5% | 20,304 | +288.9% | 0.60% | -7.2% |
| Q3 2020 | $1,206,000 | +11.4% | 5,221 | 0.0% | 0.65% | +4.3% |
| Q2 2020 | $1,083,000 | +25.6% | 5,221 | 0.0% | 0.62% | -2.6% |
| Q1 2020 | $862,000 | -24.8% | 5,221 | -11.8% | 0.64% | -2.4% |
| Q4 2019 | $1,147,000 | +7.6% | 5,921 | 0.0% | 0.66% | -3.9% |
| Q3 2019 | $1,066,000 | +0.5% | 5,921 | 0.0% | 0.68% | +0.6% |
| Q2 2019 | $1,061,000 | +3.3% | 5,921 | -0.7% | 0.68% | -1.9% |
| Q1 2019 | $1,027,000 | +13.0% | 5,961 | -1.2% | 0.69% | -6.1% |
| Q4 2018 | $909,000 | – | 6,036 | – | 0.74% | – |
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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% |