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 | $7,060,041 | -6.1% | 103,187 | -3.3% | 2.06% | -3.0% |
| Q2 2023 | $7,518,301 | +7.1% | 106,673 | -2.9% | 2.13% | +2.1% |
| Q1 2023 | $7,020,369 | +7.8% | 109,882 | -1.3% | 2.08% | -3.8% |
| Q4 2022 | $6,511,807 | -0.7% | 111,313 | -1.8% | 2.17% | -10.6% |
| Q3 2022 | $6,557,000 | -4.9% | 113,348 | -0.8% | 2.42% | +0.8% |
| Q2 2022 | $6,898,000 | -23.9% | 114,301 | -3.7% | 2.40% | -10.1% |
| Q1 2022 | $9,064,000 | -9.0% | 118,671 | -0.3% | 2.67% | -3.8% |
| Q4 2021 | $9,963,000 | +8.8% | 119,073 | -3.8% | 2.78% | +0.7% |
| Q3 2021 | $9,153,000 | +1.3% | 123,840 | -0.3% | 2.76% | -3.0% |
| Q2 2021 | $9,037,000 | +51.1% | 124,257 | +242.9% | 2.84% | -1.5% |
| Q1 2021 | $5,981,000 | -29.4% | 36,238 | -72.7% | 2.88% | -2.5% |
| Q4 2020 | $8,474,000 | +2.0% | 132,780 | +269.2% | 2.96% | -9.2% |
| Q3 2020 | $8,310,000 | +10.9% | 35,963 | -0.4% | 3.26% | +5.3% |
| Q2 2020 | $7,494,000 | +25.3% | 36,119 | -0.3% | 3.09% | +7.2% |
| Q1 2020 | $5,981,000 | – | 36,238 | – | 2.88% | – |
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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% |