ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574 | +1.4% | 8,393 | +4.5% | 0.64% | -1.4% |
| Q2 2023 | $566 | -2.6% | 8,031 | -11.7% | 0.64% | +4.0% |
| Q1 2023 | $581 | +92.4% | 9,098 | +76.5% | 0.62% | +79.4% |
| Q4 2022 | $302 | -99.9% | 5,156 | -33.4% | 0.34% | +66.7% |
| Q3 2022 | $448,000 | -51.5% | 7,740 | -49.4% | 0.21% | -2.4% |
| Q2 2022 | $924,000 | +3.9% | 15,296 | +31.4% | 0.21% | -42.1% |
| Q1 2022 | $889,000 | -11.0% | 11,638 | -2.5% | 0.37% | -15.5% |
| Q4 2021 | $999,000 | +10.4% | 11,941 | -2.4% | 0.43% | +18.0% |
| Q3 2021 | $905,000 | +1.0% | 12,239 | -0.7% | 0.37% | +2.2% |
| Q2 2021 | $896,000 | +85.9% | 12,323 | +66.6% | 0.36% | +79.5% |
| Q1 2021 | $482,000 | -3.6% | 7,395 | -5.5% | 0.20% | -5.7% |
| Q4 2020 | $500,000 | -3.1% | 7,828 | +250.7% | 0.21% | -4.1% |
| Q3 2020 | $516,000 | +8.6% | 2,232 | -2.5% | 0.22% | +0.9% |
| Q2 2020 | $475,000 | -53.1% | 2,289 | -62.7% | 0.22% | -38.5% |
| Q1 2020 | $1,012,000 | +71.2% | 6,130 | +100.9% | 0.36% | +70.3% |
| Q4 2019 | $591,000 | – | 3,052 | – | 0.21% | – |
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% |