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 | $12,918,458 | -3.1% | 188,811 | -0.2% | 0.54% | +1.9% |
| Q2 2023 | $13,328,130 | +10.0% | 189,105 | -0.3% | 0.53% | +7.7% |
| Q1 2023 | $12,113,713 | +4.6% | 189,603 | -4.2% | 0.49% | +7.2% |
| Q4 2022 | $11,575,663 | -55.7% | 197,875 | -56.2% | 0.46% | -61.0% |
| Q3 2022 | $26,128,000 | +21.2% | 451,657 | +26.5% | 1.18% | +27.8% |
| Q2 2022 | $21,553,000 | +38.9% | 357,132 | +75.8% | 0.92% | +49.5% |
| Q1 2022 | $15,521,000 | +26.3% | 203,204 | +38.3% | 0.62% | +21.7% |
| Q4 2021 | $12,293,000 | +14.9% | 146,918 | +1.5% | 0.51% | +2.4% |
| Q3 2021 | $10,700,000 | +1.1% | 144,764 | -0.5% | 0.49% | -0.4% |
| Q2 2021 | $10,581,000 | +11.1% | 145,486 | -0.5% | 0.50% | +1.0% |
| Q1 2021 | $9,525,000 | +2.2% | 146,284 | +0.2% | 0.49% | +2.5% |
| Q4 2020 | $9,319,000 | +16.2% | 146,020 | +320.7% | 0.48% | +13.0% |
| Q3 2020 | $8,020,000 | +6.8% | 34,708 | -4.1% | 0.42% | 0.0% |
| Q2 2020 | $7,509,000 | +16.9% | 36,191 | -7.0% | 0.42% | -5.1% |
| Q1 2020 | $6,425,000 | -20.2% | 38,927 | -6.3% | 0.45% | -5.5% |
| Q4 2019 | $8,047,000 | +6.3% | 41,555 | -1.2% | 0.47% | +1.7% |
| Q3 2019 | $7,569,000 | -1.0% | 42,044 | +0.0% | 0.46% | -6.1% |
| Q2 2019 | $7,648,000 | +10.1% | 42,031 | +4.3% | 0.50% | +2.7% |
| Q1 2019 | $6,946,000 | +12.1% | 40,298 | -2.0% | 0.48% | +3.2% |
| Q4 2018 | $6,198,000 | +22.6% | 41,133 | +44.1% | 0.47% | +15.3% |
| Q3 2018 | $5,056,000 | +8.0% | 28,536 | -0.8% | 0.40% | -3.1% |
| Q2 2018 | $4,680,000 | +4.0% | 28,778 | -0.8% | 0.42% | +8.3% |
| Q1 2018 | $4,500,000 | -0.9% | 29,018 | -2.3% | 0.39% | -7.2% |
| Q4 2017 | $4,539,000 | -19.3% | 29,708 | -24.2% | 0.42% | -6.1% |
| Q3 2017 | $5,623,000 | -13.9% | 39,204 | -17.8% | 0.44% | -19.5% |
| Q2 2017 | $6,528,000 | +4.4% | 47,700 | +0.4% | 0.55% | -1.6% |
| Q1 2017 | $6,250,000 | +3.9% | 47,521 | -3.8% | 0.56% | -12.9% |
| Q4 2016 | $6,016,000 | – | 49,396 | – | 0.64% | – |
Download | ||||||
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% |