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 | $11,431,241 | -1.0% | 166,532 | +1.7% | 0.77% | -5.6% |
| Q2 2023 | $11,545,241 | +39.3% | 163,809 | +26.3% | 0.82% | +28.1% |
| Q1 2023 | $8,289,237 | -1.9% | 129,742 | -10.2% | 0.64% | -22.5% |
| Q4 2022 | $8,450,437 | +8.1% | 144,451 | +6.9% | 0.82% | +0.9% |
| Q3 2022 | $7,817,000 | +60.6% | 135,134 | +67.5% | 0.82% | +77.8% |
| Q2 2022 | $4,867,000 | -23.2% | 80,656 | -2.8% | 0.46% | -13.7% |
| Q1 2022 | $6,335,000 | +0.3% | 82,940 | +9.9% | 0.53% | +0.2% |
| Q4 2021 | $6,313,000 | +18.6% | 75,453 | +4.7% | 0.53% | -11.6% |
| Q3 2021 | $5,325,000 | +34.3% | 72,058 | +32.2% | 0.60% | +26.3% |
| Q2 2021 | $3,965,000 | +12.9% | 54,517 | +1.0% | 0.48% | -15.3% |
| Q1 2021 | $3,513,000 | +39.8% | 53,961 | +37.0% | 0.56% | +7.0% |
| Q4 2020 | $2,513,000 | +23.7% | 39,377 | +347.9% | 0.52% | +5.2% |
| Q3 2020 | $2,031,000 | +16.7% | 8,792 | +4.8% | 0.50% | -0.6% |
| Q2 2020 | $1,741,000 | +44.4% | 8,391 | +14.8% | 0.50% | +21.8% |
| Q1 2020 | $1,206,000 | -7.9% | 7,307 | +8.0% | 0.41% | -37.6% |
| Q4 2019 | $1,309,000 | +2.7% | 6,764 | -4.5% | 0.66% | +2.3% |
| Q3 2019 | $1,275,000 | +66.9% | 7,083 | +66.1% | 0.64% | -13.2% |
| Q2 2019 | $764,000 | +71.7% | 4,265 | +65.2% | 0.74% | +95.5% |
| Q1 2019 | $445,000 | +14.4% | 2,582 | 0.0% | 0.38% | -2.3% |
| Q4 2018 | $389,000 | – | 2,582 | – | 0.39% | – |
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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% |