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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $76,540 | +9.2% | 1,198 | 0.0% | 0.03% | -8.8% |
| Q4 2022 | $70,083 | -4.0% | 1,198 | 0.0% | 0.03% | -12.8% |
| Q3 2022 | $73,000 | -2.7% | 1,198 | 0.0% | 0.04% | -9.3% |
| Q2 2022 | $75,000 | -47.2% | 1,198 | -35.3% | 0.04% | -41.1% |
| Q1 2022 | $142,000 | -28.6% | 1,851 | -22.2% | 0.07% | -25.5% |
| Q4 2021 | $199,000 | +55.5% | 2,378 | +37.8% | 0.10% | +18.1% |
| Q3 2021 | $128,000 | -26.0% | 1,726 | -27.4% | 0.08% | -27.8% |
| Q2 2021 | $173,000 | +11.6% | 2,376 | +0.0% | 0.12% | -8.7% |
| Q1 2021 | $155,000 | +5.4% | 2,375 | +3.4% | 0.13% | -8.0% |
| Q4 2020 | $147,000 | – | 2,296 | – | 0.14% | – |
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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% |