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 | $1,119,459 | +5.4% | 16,362 | +8.6% | 0.52% | +15.1% |
| Q2 2023 | $1,061,963 | -1.9% | 15,068 | -11.1% | 0.45% | -9.8% |
| Q1 2023 | $1,082,481 | +10.3% | 16,943 | +1.0% | 0.50% | +6.2% |
| Q4 2022 | $981,806 | +2.4% | 16,783 | +1.2% | 0.47% | -9.9% |
| Q3 2022 | $959,000 | -29.6% | 16,576 | -26.6% | 0.52% | -27.9% |
| Q2 2022 | $1,363,000 | +10.2% | 22,588 | +39.4% | 0.72% | +41.1% |
| Q1 2022 | $1,237,000 | +102.5% | 16,199 | +121.9% | 0.51% | +109.8% |
| Q4 2021 | $611,000 | +26.8% | 7,301 | +12.0% | 0.24% | +18.4% |
| Q3 2021 | $482,000 | -3.8% | 6,516 | -5.3% | 0.21% | +78.4% |
| Q2 2021 | $501,000 | -44.1% | 6,883 | -50.0% | 0.12% | -39.3% |
| Q1 2021 | $896,000 | -3.4% | 13,766 | -5.3% | 0.19% | -18.0% |
| Q4 2020 | $928,000 | -80.0% | 14,540 | -27.7% | 0.23% | -81.6% |
| Q3 2020 | $4,646,000 | -14.0% | 20,106 | -22.8% | 1.26% | -16.3% |
| Q2 2020 | $5,402,000 | +22.0% | 26,036 | -2.9% | 1.51% | +18.2% |
| Q1 2020 | $4,427,000 | -23.3% | 26,825 | -10.0% | 1.28% | -14.3% |
| Q4 2019 | $5,771,000 | – | 29,801 | – | 1.49% | – |
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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% |