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 | $1,034,786 | +0.5% | 15,124 | +3.5% | 0.20% | +3.6% |
| Q2 2023 | $1,029,715 | +11.1% | 14,610 | +0.7% | 0.19% | +3.7% |
| Q1 2023 | $926,533 | +7.9% | 14,502 | -1.2% | 0.19% | +0.5% |
| Q4 2022 | $858,371 | -5.0% | 14,673 | -6.1% | 0.19% | -19.5% |
| Q3 2022 | $904,000 | -10.9% | 15,622 | -7.1% | 0.23% | -11.2% |
| Q2 2022 | $1,015,000 | -23.1% | 16,822 | -2.6% | 0.26% | -15.0% |
| Q1 2022 | $1,320,000 | -2.4% | 17,279 | +6.8% | 0.31% | -1.3% |
| Q4 2021 | $1,353,000 | +39.8% | 16,172 | +23.5% | 0.31% | +20.2% |
| Q3 2021 | $968,000 | +2.3% | 13,095 | +0.7% | 0.26% | +1.2% |
| Q2 2021 | $946,000 | +14.8% | 13,008 | +2.8% | 0.26% | +3.2% |
| Q1 2021 | $824,000 | +3.9% | 12,658 | +1.8% | 0.25% | -4.3% |
| Q4 2020 | $793,000 | +19.1% | 12,430 | +4.8% | 0.26% | +2.4% |
| Q3 2020 | $666,000 | +8.3% | 11,856 | +300.0% | 0.25% | +1.2% |
| Q2 2020 | $615,000 | +12.0% | 2,964 | 0.0% | 0.25% | +3.3% |
| Q1 2020 | $549,000 | -4.4% | 2,964 | 0.0% | 0.24% | +14.8% |
| Q4 2019 | $574,000 | – | 2,964 | – | 0.21% | – |
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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% |