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 | $564,734 | -36.7% | 8,254 | -34.8% | 0.14% | -31.8% |
| Q2 2023 | $891,779 | -12.2% | 12,653 | -20.4% | 0.20% | -17.6% |
| Q1 2023 | $1,015,212 | +8.3% | 15,890 | -0.8% | 0.24% | +6.1% |
| Q4 2022 | $936,994 | -7.8% | 16,017 | -8.8% | 0.23% | -13.2% |
| Q3 2022 | $1,016,000 | -35.7% | 17,557 | -33.0% | 0.26% | -8.6% |
| Q2 2022 | $1,581,000 | -52.8% | 26,196 | -40.3% | 0.29% | -49.1% |
| Q1 2022 | $3,353,000 | +0.6% | 43,903 | -2.7% | 0.57% | -5.2% |
| Q3 2021 | $3,334,000 | +53.6% | 45,115 | +51.2% | 0.60% | +47.7% |
| Q2 2021 | $2,170,000 | +58.6% | 29,839 | +42.0% | 0.41% | +43.3% |
| Q1 2021 | $1,368,000 | -14.1% | 21,013 | -15.8% | 0.28% | -20.7% |
| Q4 2020 | $1,592,000 | +18.2% | 24,945 | +327.8% | 0.36% | +3.2% |
| Q3 2020 | $1,347,000 | +7.9% | 5,831 | -3.0% | 0.35% | -26.6% |
| Q2 2020 | $1,248,000 | +43.9% | 6,013 | +14.4% | 0.47% | +24.1% |
| Q1 2020 | $867,000 | +32.4% | 5,255 | +55.4% | 0.38% | +46.5% |
| Q4 2019 | $655,000 | – | 3,382 | – | 0.26% | – |
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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% |