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 | $2,266,971 | +13.8% | 33,133 | +17.2% | 0.23% | -7.6% |
| Q2 2023 | $1,992,675 | +15.2% | 28,273 | +4.5% | 0.25% | -12.5% |
| Q1 2023 | $1,729,250 | +5.6% | 27,066 | -3.3% | 0.29% | -4.3% |
| Q4 2022 | $1,637,290 | -3.1% | 27,988 | -4.2% | 0.30% | -27.4% |
| Q3 2022 | $1,690,000 | +8.8% | 29,214 | +13.5% | 0.41% | +20.8% |
| Q2 2022 | $1,554,000 | -24.5% | 25,750 | -4.5% | 0.34% | -19.3% |
| Q1 2022 | $2,059,000 | -14.7% | 26,958 | -6.6% | 0.42% | -17.7% |
| Q4 2021 | $2,414,000 | +3.6% | 28,849 | -8.5% | 0.52% | -13.3% |
| Q3 2021 | $2,330,000 | -6.6% | 31,528 | -8.1% | 0.59% | -12.6% |
| Q2 2021 | $2,495,000 | +14.5% | 34,307 | +2.5% | 0.68% | -30.1% |
| Q1 2021 | $2,179,000 | -0.7% | 33,470 | -2.7% | 0.97% | -9.2% |
| Q4 2020 | $2,195,000 | +9.7% | 34,386 | +297.0% | 1.07% | -3.7% |
| Q3 2020 | $2,001,000 | +7.3% | 8,661 | -3.6% | 1.11% | +12.3% |
| Q2 2020 | $1,865,000 | +15.0% | 8,987 | -8.5% | 0.99% | -8.3% |
| Q1 2020 | $1,622,000 | -21.1% | 9,827 | -7.5% | 1.08% | -14.1% |
| Q4 2019 | $2,057,000 | – | 10,624 | – | 1.26% | – |
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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% |