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 | $914,442 | -18.8% | 13,416 | -16.0% | 0.12% | -17.2% |
| Q2 2023 | $1,125,672 | +10.9% | 15,972 | +0.6% | 0.15% | +2.7% |
| Q1 2023 | $1,014,687 | -22.5% | 15,882 | -29.1% | 0.15% | +8.9% |
| Q4 2022 | $1,309,579 | +17.6% | 22,386 | +16.3% | 0.14% | -43.8% |
| Q3 2022 | $1,114,000 | +10.2% | 19,251 | +14.9% | 0.24% | +163.7% |
| Q2 2022 | $1,011,000 | +0.3% | 16,751 | +26.9% | 0.09% | -50.0% |
| Q1 2022 | $1,008,000 | +0.1% | 13,197 | +9.7% | 0.18% | +3.4% |
| Q4 2021 | $1,007,000 | +5.8% | 12,034 | -6.6% | 0.18% | +4.1% |
| Q3 2021 | $952,000 | +2.5% | 12,883 | +0.8% | 0.17% | -1.7% |
| Q2 2021 | $929,000 | -41.9% | 12,779 | -48.5% | 0.17% | +17.0% |
| Q1 2021 | $1,598,000 | +103.8% | 24,791 | +101.8% | 0.15% | +2.8% |
| Q4 2020 | $784,000 | -6.3% | 12,283 | +239.2% | 0.14% | -31.2% |
| Q3 2020 | $837,000 | +3.6% | 3,621 | -7.0% | 0.21% | +7.8% |
| Q2 2020 | $808,000 | +24.1% | 3,894 | -1.2% | 0.19% | -3.0% |
| Q1 2020 | $651,000 | – | 3,943 | – | 0.20% | – |
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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% |