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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,876,400 | +10.3% | 55,000 | 0.0% | 0.29% | +4.6% |
| Q1 2023 | $3,513,950 | +109096.7% | 55,000 | 0.0% | 0.28% | +2.9% |
| Q4 2022 | $3,218 | -99.9% | 55,000 | 0.0% | 0.27% | -8.4% |
| Q3 2022 | $3,182,000 | -4.1% | 55,000 | 0.0% | 0.30% | -1.7% |
| Q2 2022 | $3,319,000 | -21.0% | 55,000 | 0.0% | 0.30% | -11.4% |
| Q1 2022 | $4,201,000 | -8.7% | 55,000 | 0.0% | 0.34% | -7.8% |
| Q4 2021 | $4,602,000 | +13.2% | 55,000 | 0.0% | 0.37% | +3.1% |
| Q3 2021 | $4,065,000 | +1.6% | 55,000 | 0.0% | 0.36% | +1.1% |
| Q2 2021 | $4,000,000 | +11.7% | 55,000 | 0.0% | 0.36% | +2.6% |
| Q1 2021 | $3,581,000 | +2.0% | 55,000 | 0.0% | 0.35% | -1.4% |
| Q4 2020 | $3,510,000 | – | 55,000 | – | 0.35% | – |
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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% |