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 | $9,462,233 | -4.0% | 138,296 | -1.1% | 4.15% | -8.7% |
| Q2 2023 | $9,859,442 | -3.9% | 139,890 | -12.9% | 4.55% | -17.1% |
| Q1 2023 | $10,261,607 | -21.7% | 160,614 | -28.3% | 5.49% | -21.6% |
| Q4 2022 | $13,112,582 | -0.4% | 224,147 | -1.5% | 7.00% | +2.6% |
| Q3 2022 | $13,170,000 | -12.9% | 227,664 | -9.1% | 6.82% | -0.5% |
| Q2 2022 | $15,123,000 | -20.6% | 250,581 | +0.4% | 6.86% | -3.5% |
| Q1 2022 | $19,057,000 | -18.0% | 249,501 | -10.2% | 7.11% | -7.5% |
| Q4 2021 | $23,244,000 | +12.1% | 277,807 | -1.0% | 7.68% | +6.9% |
| Q3 2021 | $20,740,000 | +6.2% | 280,612 | +4.5% | 7.19% | -1.9% |
| Q2 2021 | $19,532,000 | +9.8% | 268,560 | -1.7% | 7.33% | -3.1% |
| Q1 2021 | $17,795,000 | -0.1% | 273,308 | -2.1% | 7.57% | -12.0% |
| Q4 2020 | $17,815,000 | +11.5% | 279,142 | +303.7% | 8.60% | -4.7% |
| Q3 2020 | $15,978,000 | +1.9% | 69,144 | -8.5% | 9.02% | +3.0% |
| Q2 2020 | $15,678,000 | +118.8% | 75,558 | +74.0% | 8.75% | +30.3% |
| Q1 2020 | $7,167,000 | -0.6% | 43,425 | +16.6% | 6.72% | +44.5% |
| Q4 2019 | $7,212,000 | – | 37,242 | – | 4.65% | – |
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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% |