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 | $716,571 | +133588.6% | 10,167 | +21.2% | 0.01% | +16.7% |
| Q1 2023 | $536 | -53.6% | 8,390 | -57.5% | 0.01% | -53.8% |
| Q4 2022 | $1,156 | -99.9% | 19,762 | +12.7% | 0.01% | +8.3% |
| Q3 2022 | $1,015,000 | -34.6% | 17,531 | -31.8% | 0.01% | -29.4% |
| Q2 2022 | $1,551,000 | -1.2% | 25,700 | +25.1% | 0.02% | +13.3% |
| Q1 2022 | $1,570,000 | -48.4% | 20,551 | -50.1% | 0.02% | 0.0% |
| Q3 2021 | $3,042,000 | +102.7% | 41,150 | +99.5% | 0.02% | 0.0% |
| Q2 2021 | $1,501,000 | +11.7% | 20,631 | 0.0% | 0.02% | +15.4% |
| Q1 2021 | $1,344,000 | +2.1% | 20,631 | 0.0% | 0.01% | -13.3% |
| Q4 2020 | $1,317,000 | +10.5% | 20,631 | +300.0% | 0.02% | -6.2% |
| Q3 2020 | $1,192,000 | +74.5% | 5,158 | +57.1% | 0.02% | +45.5% |
| Q2 2020 | $683,000 | +13.5% | 3,284 | -10.3% | 0.01% | -8.3% |
| Q1 2020 | $602,000 | -5.5% | 3,662 | +11.5% | 0.01% | +20.0% |
| Q4 2019 | $637,000 | +7.4% | 3,284 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $593,000 | +0.5% | 3,284 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $590,000 | +35.0% | 3,284 | +29.9% | 0.01% | +28.6% |
| Q1 2019 | $437,000 | -33.6% | 2,529 | -42.1% | 0.01% | -36.4% |
| Q4 2018 | $658,000 | +46.9% | 4,366 | +72.6% | 0.01% | +57.1% |
| Q3 2018 | $448,000 | -23.9% | 2,529 | -30.2% | 0.01% | -22.2% |
| Q2 2018 | $589,000 | -3.3% | 3,622 | -7.8% | 0.01% | -35.7% |
| Q1 2018 | $609,000 | +46.4% | 3,930 | +44.4% | 0.01% | +55.6% |
| Q4 2017 | $416,000 | +11.2% | 2,722 | +4.3% | 0.01% | 0.0% |
| Q3 2017 | $374,000 | +4.8% | 2,611 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $357,000 | +5.6% | 2,611 | +1.7% | 0.01% | 0.0% |
| Q1 2017 | $338,000 | – | 2,567 | – | 0.01% | – |
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% |