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 | $38,118,082 | +115.0% | 557,119 | +121.5% | 1.30% | +117.0% |
| Q2 2023 | $17,725,438 | +105.3% | 251,496 | +68.5% | 0.60% | +74.1% |
| Q3 2022 | $8,633,000 | -91.4% | 149,227 | -87.6% | 0.34% | -73.5% |
| Q4 2021 | $100,570,000 | +2698.3% | 1,202,004 | +2371.5% | 1.30% | +1480.5% |
| Q3 2021 | $3,594,000 | -49.2% | 48,634 | -50.0% | 0.08% | -1.2% |
| Q2 2021 | $7,074,000 | +123.4% | 97,268 | +100.0% | 0.08% | +6.4% |
| Q1 2021 | $3,167,000 | -87.9% | 48,634 | -88.2% | 0.08% | -88.4% |
| Q4 2020 | $26,274,000 | -23.2% | 411,698 | +178.2% | 0.67% | -14.4% |
| Q3 2020 | $34,193,000 | – | 147,972 | – | 0.79% | – |
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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% |