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 | $1,572 | -5.0% | 22,977 | -2.1% | 0.56% | -9.2% |
| Q2 2023 | $1,655 | +16.2% | 23,476 | +5.3% | 0.62% | +16.9% |
| Q1 2023 | $1,424 | +24.3% | 22,294 | +13.8% | 0.53% | +16.0% |
| Q4 2022 | $1,146 | -99.9% | 19,585 | +16.1% | 0.46% | -0.4% |
| Q3 2022 | $976,000 | -9.8% | 16,864 | -5.9% | 0.46% | -1.7% |
| Q2 2022 | $1,082,000 | -12.7% | 17,923 | +10.5% | 0.46% | +3.6% |
| Q1 2022 | $1,239,000 | +15.3% | 16,221 | +26.3% | 0.45% | +20.1% |
| Q4 2021 | $1,075,000 | +12.0% | 12,847 | -1.1% | 0.37% | -0.3% |
| Q3 2021 | $960,000 | +2.0% | 12,992 | +0.4% | 0.38% | -1.1% |
| Q2 2021 | $941,000 | +11.6% | 12,945 | +0.0% | 0.38% | -11.7% |
| Q1 2021 | $843,000 | -2.4% | 12,944 | -4.4% | 0.43% | -7.1% |
| Q4 2020 | $864,000 | +16.3% | 13,539 | +321.3% | 0.46% | +4.5% |
| Q3 2020 | $743,000 | +5.1% | 3,214 | -5.7% | 0.44% | -5.4% |
| Q2 2020 | $707,000 | +34.2% | 3,409 | +6.8% | 0.47% | -0.6% |
| Q1 2020 | $527,000 | -11.3% | 3,191 | +4.0% | 0.47% | +6.8% |
| Q4 2019 | $594,000 | +7.8% | 3,067 | +0.2% | 0.44% | +4.3% |
| Q3 2019 | $551,000 | -1.1% | 3,060 | -1.5% | 0.42% | -5.6% |
| Q2 2019 | $557,000 | -7.5% | 3,106 | -11.1% | 0.45% | -12.7% |
| Q1 2019 | $602,000 | – | 3,494 | – | 0.51% | – |
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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% |