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 | $842,592 | -2.9% | 12,315 | 0.0% | 0.19% | +5.5% |
| Q2 2023 | $867,961 | +10.3% | 12,315 | 0.0% | 0.18% | +3.4% |
| Q1 2023 | $786,805 | +12.9% | 12,315 | +3.3% | 0.18% | +4.1% |
| Q4 2022 | $697,203 | +162.1% | 11,918 | +159.1% | 0.17% | +134.7% |
| Q3 2022 | $266,000 | -4.3% | 4,600 | 0.0% | 0.07% | -5.3% |
| Q2 2022 | $278,000 | -35.0% | 4,600 | -17.9% | 0.08% | -25.5% |
| Q1 2022 | $428,000 | -8.7% | 5,600 | 0.0% | 0.10% | -12.8% |
| Q4 2021 | $469,000 | +23.1% | 5,600 | +239.4% | 0.12% | -57.5% |
| Q3 2021 | $381,000 | -20.6% | 1,650 | -75.0% | 0.28% | +100.7% |
| Q2 2021 | $480,000 | +11.6% | 6,600 | 0.0% | 0.14% | -16.0% |
| Q1 2021 | $430,000 | +2.1% | 6,600 | 0.0% | 0.16% | -37.1% |
| Q4 2020 | $421,000 | +10.5% | 6,600 | +300.0% | 0.26% | -5.8% |
| Q3 2020 | $381,000 | +11.4% | 1,650 | 0.0% | 0.28% | -2.1% |
| Q2 2020 | $342,000 | +25.7% | 1,650 | 0.0% | 0.28% | +1.8% |
| Q1 2020 | $272,000 | -15.0% | 1,650 | 0.0% | 0.28% | -6.4% |
| Q4 2019 | $320,000 | – | 1,650 | – | 0.30% | – |
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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% |