ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,863 | -2.9% | 6,093 | 0.0% | 0.24% | -2.1% |
| Q2 2023 | $429,414 | +10.0% | 6,093 | -0.3% | 0.24% | +7.6% |
| Q1 2023 | $390,524 | +9.4% | 6,112 | +0.2% | 0.22% | +6.2% |
| Q4 2022 | $356,872 | -2.2% | 6,100 | -3.2% | 0.21% | -11.8% |
| Q3 2022 | $365,000 | -6.9% | 6,301 | -3.0% | 0.24% | -1.7% |
| Q2 2022 | $392,000 | -21.0% | 6,499 | +0.1% | 0.24% | -6.9% |
| Q1 2022 | $496,000 | -24.5% | 6,494 | -17.2% | 0.26% | -22.2% |
| Q4 2021 | $657,000 | +4.1% | 7,847 | -8.1% | 0.33% | -10.7% |
| Q3 2021 | $631,000 | +1.4% | 8,542 | -0.2% | 0.37% | 0.0% |
| Q2 2021 | $622,000 | +2.0% | 8,558 | -8.6% | 0.37% | -5.8% |
| Q1 2021 | $610,000 | -10.0% | 9,364 | -11.8% | 0.40% | -18.6% |
| Q4 2020 | $678,000 | -14.6% | 10,620 | +209.1% | 0.49% | -29.4% |
| Q3 2020 | $794,000 | +9.5% | 3,436 | -1.7% | 0.69% | -0.7% |
| Q2 2020 | $725,000 | +24.8% | 3,494 | -0.7% | 0.70% | +0.3% |
| Q1 2020 | $581,000 | -21.4% | 3,518 | -7.9% | 0.69% | +4.0% |
| Q4 2019 | $739,000 | – | 3,818 | – | 0.67% | – |
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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% |