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 | $2,644,775 | +5.6% | 38,655 | +8.8% | 1.43% | +4.3% |
| Q2 2023 | $2,504,577 | +12.0% | 35,536 | +1.6% | 1.37% | +5.0% |
| Q1 2023 | $2,235,575 | +11.5% | 34,991 | +2.1% | 1.31% | +0.9% |
| Q4 2022 | $2,005,263 | +2.3% | 34,278 | +1.2% | 1.29% | -0.9% |
| Q3 2022 | $1,960,000 | +0.4% | 33,881 | +4.7% | 1.31% | -11.2% |
| Q2 2022 | $1,953,000 | -20.4% | 32,360 | +0.7% | 1.47% | -1.7% |
| Q1 2022 | $2,455,000 | -6.2% | 32,148 | +2.8% | 1.50% | +2.0% |
| Q4 2021 | $2,618,000 | +8.2% | 31,285 | -4.4% | 1.47% | +7.4% |
| Q3 2021 | $2,419,000 | +4.6% | 32,727 | +2.9% | 1.37% | +4.8% |
| Q2 2021 | $2,313,000 | +11.6% | 31,809 | -0.0% | 1.30% | -1.9% |
| Q1 2021 | $2,072,000 | -1.8% | 31,824 | -3.8% | 1.33% | -11.2% |
| Q4 2020 | $2,110,000 | – | 33,064 | – | 1.50% | – |
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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% |