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 | $457,593 | -4.9% | 6,688 | -2.0% | 0.07% | -5.6% |
| Q2 2023 | $481,097 | +4.5% | 6,826 | -5.3% | 0.07% | 0.0% |
| Q1 2023 | $460,328 | +7.7% | 7,205 | -1.4% | 0.07% | -32.1% |
| Q4 2022 | $427,518 | -30.8% | 7,308 | -31.6% | 0.11% | -32.9% |
| Q3 2022 | $618,000 | -20.7% | 10,686 | -7.0% | 0.16% | -11.7% |
| Q2 2022 | $779,000 | -3.2% | 11,486 | +9.0% | 0.18% | -12.3% |
| Q1 2022 | $805,000 | -8.7% | 10,542 | 0.0% | 0.20% | -16.4% |
| Q4 2021 | $882,000 | +13.2% | 10,542 | 0.0% | 0.24% | -3.2% |
| Q3 2021 | $779,000 | -0.1% | 10,542 | -1.7% | 0.25% | +1.6% |
| Q2 2021 | $780,000 | +11.7% | 10,724 | 0.0% | 0.25% | +1.6% |
| Q1 2021 | $698,000 | +2.0% | 10,724 | 0.0% | 0.24% | -4.7% |
| Q4 2020 | $684,000 | – | 10,724 | – | 0.26% | – |
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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% |