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 | $17,270,132 | +14.7% | 252,414 | +18.1% | 11.88% | +17.9% |
| Q2 2023 | $15,058,575 | +24.8% | 213,657 | +13.1% | 10.07% | +19.0% |
| Q1 2023 | $12,069,462 | -10.7% | 188,910 | -18.2% | 8.47% | -11.1% |
| Q4 2022 | $13,514,005 | +4.8% | 231,009 | +3.7% | 9.53% | -3.2% |
| Q3 2022 | $12,892,000 | -1.3% | 222,869 | +2.9% | 9.84% | +4.9% |
| Q2 2022 | $13,066,000 | -26.7% | 216,518 | -7.2% | 9.38% | -0.2% |
| Q1 2022 | $17,820,000 | -36.2% | 233,311 | -30.2% | 9.40% | -32.1% |
| Q4 2021 | $27,951,000 | +12.6% | 334,072 | -0.5% | 13.85% | +7.1% |
| Q3 2021 | $24,822,000 | -2.7% | 335,846 | -4.2% | 12.93% | -5.6% |
| Q2 2021 | $25,498,000 | +16.1% | 350,587 | +4.0% | 13.70% | +15.2% |
| Q1 2021 | $21,954,000 | +2.9% | 337,177 | +0.9% | 11.89% | -0.4% |
| Q4 2020 | $21,331,000 | – | 334,236 | – | 11.94% | – |
Download | ||||||
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% |