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 | $2,584,839 | -2.9% | 37,779 | 0.0% | 2.38% | +3.2% |
| Q2 2023 | $2,662,664 | +8.7% | 37,779 | -1.4% | 2.31% | +13.1% |
| Q1 2023 | $2,448,840 | +9.1% | 38,329 | -0.1% | 2.04% | +10.9% |
| Q4 2022 | $2,244,762 | +0.8% | 38,372 | -0.3% | 1.84% | +16.8% |
| Q3 2022 | $2,226,000 | -4.1% | 38,487 | +0.0% | 1.58% | -35.9% |
| Q2 2022 | $2,322,000 | -21.1% | 38,482 | -0.1% | 2.46% | +53.5% |
| Q1 2022 | $2,943,000 | +4.5% | 38,532 | +14.5% | 1.60% | +7.9% |
| Q4 2021 | $2,816,000 | +13.0% | 33,656 | -0.2% | 1.49% | +6.7% |
| Q3 2021 | $2,492,000 | +0.4% | 33,719 | -1.2% | 1.39% | +2.1% |
| Q2 2021 | $2,482,000 | +11.8% | 34,134 | +0.1% | 1.36% | +5.2% |
| Q1 2021 | $2,220,000 | +1.7% | 34,105 | -0.3% | 1.30% | -4.7% |
| Q4 2020 | $2,183,000 | +7.4% | 34,206 | +288.8% | 1.36% | -6.1% |
| Q3 2020 | $2,032,000 | +8.7% | 8,797 | -2.4% | 1.45% | -5.0% |
| Q2 2020 | $1,869,000 | +20.3% | 9,009 | -4.3% | 1.53% | -6.5% |
| Q1 2020 | $1,553,000 | -17.3% | 9,410 | -3.0% | 1.63% | +4.0% |
| Q4 2019 | $1,879,000 | – | 9,705 | – | 1.57% | – |
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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% |