ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,775 | +22.0% | 4,206 | +25.6% | 0.05% | +21.1% |
| Q2 2023 | $235,967 | -78.4% | 3,348 | -80.4% | 0.04% | -79.5% |
| Q1 2023 | $1,090,602 | +5.0% | 17,070 | -3.9% | 0.18% | -1.1% |
| Q4 2022 | $1,038,843 | +164.3% | 17,758 | +161.6% | 0.19% | +171.0% |
| Q3 2022 | $393,000 | -0.3% | 6,787 | +3.9% | 0.07% | -4.2% |
| Q2 2022 | $394,000 | -14.3% | 6,532 | -5.1% | 0.07% | -17.2% |
| Q1 2022 | $460,000 | -9.4% | 6,884 | +13.3% | 0.09% | -23.7% |
| Q4 2021 | $508,000 | +65.5% | 6,075 | +46.5% | 0.11% | +39.0% |
| Q3 2021 | $307,000 | -15.0% | 4,147 | -16.5% | 0.08% | -26.8% |
| Q2 2021 | $361,000 | +66.4% | 4,967 | +342.3% | 0.11% | -11.1% |
| Q4 2019 | $217,000 | +6.9% | 1,123 | 0.0% | 0.13% | -9.4% |
| Q2 2019 | $203,000 | -21.0% | 1,123 | -23.9% | 0.14% | -27.6% |
| Q1 2019 | $257,000 | +1.6% | 1,475 | -12.3% | 0.19% | +3.2% |
| Q4 2018 | $253,000 | -15.4% | 1,682 | 0.0% | 0.19% | -6.5% |
| Q3 2018 | $299,000 | +4.2% | 1,682 | -4.6% | 0.20% | -5.2% |
| Q2 2018 | $287,000 | – | 1,764 | – | 0.21% | – |
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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% |