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 | $208,407 | +114.9% | 3,046 | +130.9% | 0.02% | +42.9% |
| Q3 2021 | $97,000 | -97.4% | 1,319 | -97.4% | 0.01% | -96.9% |
| Q2 2021 | $3,761,000 | -28.0% | 51,725 | -35.5% | 0.46% | -46.7% |
| Q1 2021 | $5,222,000 | -2.6% | 80,214 | -4.5% | 0.86% | -23.6% |
| Q4 2020 | $5,362,000 | -99.1% | 84,028 | +3216.0% | 1.12% | +268.9% |
| Q3 2020 | $607,387,000 | +13.7% | 2,534 | +2.5% | 0.30% | +3.0% |
| Q2 2020 | $534,364,000 | +36.0% | 2,473 | +3.9% | 0.30% | +18.4% |
| Q1 2020 | $392,862,000 | -21.5% | 2,380 | -0.7% | 0.25% | -16.7% |
| Q4 2019 | $500,570,000 | – | 2,397 | – | 0.30% | – |
Download | ||||||
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% |