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 | $4,650,647 | -0.9% | 67,972 | +2.1% | 1.20% | +4.1% |
| Q2 2023 | $4,693,403 | +15.7% | 66,592 | +4.8% | 1.15% | +9.7% |
| Q1 2023 | $4,058,126 | +11.0% | 63,517 | +1.6% | 1.05% | +5.1% |
| Q4 2022 | $3,657,295 | -0.6% | 62,518 | -1.7% | 1.00% | -2.3% |
| Q3 2022 | $3,679,000 | +3.7% | 63,595 | +8.1% | 1.02% | +6.9% |
| Q2 2022 | $3,549,000 | -18.4% | 58,814 | +3.3% | 0.95% | -7.0% |
| Q1 2022 | $4,348,000 | -24.1% | 56,936 | -16.8% | 1.02% | -22.0% |
| Q4 2021 | $5,725,000 | +14.0% | 68,425 | +0.6% | 1.31% | +3.5% |
| Q3 2021 | $5,024,000 | +0.8% | 67,986 | -0.8% | 1.27% | -0.2% |
| Q2 2021 | $4,983,000 | +6.4% | 68,517 | -4.8% | 1.27% | -2.5% |
| Q1 2021 | $4,684,000 | -13.8% | 71,945 | -15.5% | 1.30% | -21.0% |
| Q4 2020 | $5,435,000 | +35.2% | 85,155 | +389.5% | 1.65% | +16.9% |
| Q3 2020 | $4,020,000 | +12.8% | 17,396 | +2.3% | 1.41% | +5.6% |
| Q2 2020 | $3,565,000 | +31.7% | 17,003 | -0.8% | 1.34% | +4.0% |
| Q1 2020 | $2,707,000 | -15.7% | 17,135 | +4.7% | 1.28% | +19.8% |
| Q4 2019 | $3,212,000 | +10.8% | 16,364 | +0.5% | 1.07% | +2.0% |
| Q3 2019 | $2,899,000 | -3.6% | 16,287 | -2.0% | 1.05% | -6.4% |
| Q2 2019 | $3,007,000 | +5.0% | 16,623 | +1.0% | 1.12% | -3.2% |
| Q1 2019 | $2,865,000 | +13.6% | 16,452 | -1.7% | 1.16% | +1.0% |
| Q4 2018 | $2,522,000 | – | 16,741 | – | 1.15% | – |
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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% |