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 | $81,332,853 | -3.3% | 1,189,761 | -0.3% | 8.49% | -5.1% |
| Q2 2023 | $84,068,692 | +10.5% | 1,192,802 | +0.2% | 8.94% | -1.4% |
| Q1 2023 | $76,080,046 | +9.5% | 1,190,797 | +0.3% | 9.07% | +3.0% |
| Q4 2022 | $69,477,769 | -2.2% | 1,187,654 | -3.3% | 8.80% | -17.4% |
| Q3 2022 | $71,073,000 | -3.9% | 1,228,569 | +0.2% | 10.65% | -6.9% |
| Q2 2022 | $73,982,000 | -22.1% | 1,225,889 | -1.4% | 11.44% | -17.0% |
| Q1 2022 | $95,009,000 | -9.9% | 1,243,903 | -1.3% | 13.78% | -7.7% |
| Q4 2021 | $105,421,000 | +7.1% | 1,259,958 | -5.4% | 14.92% | -2.5% |
| Q3 2021 | $98,388,000 | -1.5% | 1,331,191 | -3.1% | 15.30% | -2.4% |
| Q2 2021 | $99,933,000 | +12.6% | 1,374,026 | +0.8% | 15.68% | +4.2% |
| Q1 2021 | $88,729,000 | +0.4% | 1,362,748 | -1.5% | 15.05% | -8.1% |
| Q4 2020 | $88,335,000 | +8.5% | 1,384,130 | +292.9% | 16.38% | -3.4% |
| Q3 2020 | $81,396,000 | +9.3% | 352,242 | -1.8% | 16.95% | +5.7% |
| Q2 2020 | $74,449,000 | +8.0% | 358,807 | -14.1% | 16.04% | -9.6% |
| Q1 2020 | $68,950,000 | -11.6% | 417,755 | +3.7% | 17.74% | +14.6% |
| Q4 2019 | $77,979,000 | +2.5% | 402,703 | -4.7% | 15.48% | +0.6% |
| Q3 2019 | $76,055,000 | -0.5% | 422,458 | -1.0% | 15.39% | -0.4% |
| Q2 2019 | $76,464,000 | +5.5% | 426,599 | +1.4% | 15.46% | +3.5% |
| Q1 2019 | $72,491,000 | +15.7% | 420,576 | +1.1% | 14.93% | +3.2% |
| Q4 2018 | $62,652,000 | – | 415,820 | – | 14.47% | – |
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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% |