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 | $1,138,556 | -2.2% | 16,640 | +0.8% | 0.26% | 0.0% |
| Q2 2023 | $1,163,744 | +17.9% | 16,512 | +6.8% | 0.26% | +12.1% |
| Q1 2023 | $987,343 | +10.7% | 15,454 | +0.1% | 0.23% | -25.6% |
| Q4 2022 | $892,123 | -3.2% | 15,443 | -3.1% | 0.31% | -13.8% |
| Q3 2022 | $922,000 | -16.9% | 15,944 | -0.6% | 0.36% | -3.7% |
| Q2 2022 | $1,110,000 | -14.4% | 16,035 | -5.6% | 0.38% | -3.3% |
| Q1 2022 | $1,297,000 | -9.8% | 16,984 | -1.2% | 0.39% | -8.3% |
| Q4 2021 | $1,438,000 | +1.3% | 17,191 | -0.1% | 0.42% | 0.0% |
| Q3 2021 | $1,420,000 | +16.0% | 17,200 | +5.9% | 0.42% | +10.4% |
| Q2 2021 | $1,224,000 | +5.0% | 16,249 | -3.0% | 0.38% | +4.1% |
| Q1 2021 | $1,166,000 | +5.2% | 16,757 | -3.5% | 0.37% | -11.9% |
| Q4 2020 | $1,108,000 | – | 17,367 | – | 0.42% | – |
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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% |