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 | $218,722 | +5.4% | 3,196 | -1.6% | 0.00% | – |
| Q1 2023 | $207,476 | -7.0% | 3,247 | -12.1% | 0.00% | – |
| Q2 2022 | $223,000 | -66.9% | 3,695 | -54.1% | 0.00% | – |
| Q4 2021 | $673,000 | +147.4% | 8,046 | +118.6% | 0.00% | – |
| Q3 2021 | $272,000 | -45.9% | 3,681 | -46.8% | 0.00% | – |
| Q2 2021 | $503,000 | -11.8% | 6,915 | -21.1% | 0.00% | – |
| Q1 2021 | $570,000 | +102.1% | 8,761 | +98.3% | 0.00% | – |
| Q4 2020 | $282,000 | +15.1% | 4,419 | +198.0% | 0.00% | – |
| Q1 2020 | $245,000 | -4.3% | 1,483 | +2.6% | 0.00% | – |
| Q3 2018 | $256,000 | -9.5% | 1,445 | -16.9% | 0.00% | – |
| Q2 2018 | $283,000 | – | 1,739 | – | 0.00% | – |
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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% |