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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $163,000 | -22.4% | 2,793 | -23.2% | 0.19% | -40.8% |
| Q3 2022 | $210,000 | -5.0% | 3,636 | -0.5% | 0.32% | -4.2% |
| Q2 2022 | $221,000 | -30.1% | 3,655 | -3.1% | 0.33% | -14.3% |
| Q4 2021 | $316,000 | -13.4% | 3,771 | -23.6% | 0.38% | -64.6% |
| Q3 2021 | $365,000 | -87.4% | 4,939 | -87.6% | 1.09% | -6.0% |
| Q2 2021 | $2,900,000 | +2.7% | 39,878 | -8.0% | 1.16% | -21.9% |
| Q1 2021 | $2,824,000 | -7.5% | 43,369 | -9.3% | 1.48% | -17.8% |
| Q4 2020 | $3,052,000 | +5.8% | 47,819 | +282.9% | 1.80% | -14.9% |
| Q3 2020 | $2,886,000 | +8.3% | 12,490 | -2.7% | 2.12% | -12.8% |
| Q2 2020 | $2,664,000 | +18.4% | 12,838 | -5.8% | 2.43% | -3.6% |
| Q1 2020 | $2,250,000 | -23.3% | 13,634 | -10.0% | 2.52% | +1.7% |
| Q4 2019 | $2,933,000 | – | 15,147 | – | 2.48% | – |
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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% |