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 | $33,012,650 | -42.6% | 482,500 | -40.9% | 0.37% | -45.5% |
| Q2 2023 | $57,539,872 | +1923.8% | 816,400 | +1734.6% | 0.67% | +1939.4% |
| Q1 2023 | $2,843,105 | -93.4% | 44,500 | -91.3% | 0.03% | -94.4% |
| Q4 2021 | $42,973,000 | +121.8% | 513,600 | +96.0% | 0.59% | +117.8% |
| Q3 2021 | $19,372,000 | +2181.7% | 262,100 | +1683.0% | 0.27% | +6650.0% |
| Q3 2020 | $849,000 | -75.6% | 14,700 | -12.5% | 0.00% | -76.5% |
| Q2 2020 | $3,486,000 | -25.1% | 16,800 | -40.4% | 0.02% | -32.0% |
| Q1 2020 | $4,654,000 | +135.8% | 28,200 | +115.3% | 0.02% | +212.5% |
| Q4 2018 | $1,974,000 | -63.0% | 13,100 | -56.5% | 0.01% | -52.9% |
| Q3 2018 | $5,333,000 | -24.1% | 30,100 | -30.3% | 0.02% | -22.7% |
| Q2 2018 | $7,025,000 | +114.7% | 43,200 | +104.7% | 0.02% | +120.0% |
| Q1 2018 | $3,272,000 | -7.7% | 21,100 | -9.1% | 0.01% | -9.1% |
| Q4 2017 | $3,544,000 | -15.1% | 23,200 | -20.3% | 0.01% | -15.4% |
| Q3 2017 | $4,174,000 | +67.6% | 29,100 | +59.9% | 0.01% | +62.5% |
| Q2 2017 | $2,491,000 | -34.0% | 18,200 | -36.6% | 0.01% | -38.5% |
| Q1 2017 | $3,775,000 | +8.0% | 28,700 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $3,495,000 | – | 28,700 | – | 0.01% | – |
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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% |