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 | $118,709 | -8.7% | 1,735 | -6.0% | 0.01% | 0.0% |
| Q2 2023 | $130,036 | -28.9% | 1,845 | -35.6% | 0.01% | -33.3% |
| Q1 2023 | $182,918 | +1.3% | 2,863 | -7.3% | 0.01% | -10.0% |
| Q4 2022 | $180,648 | +0.9% | 3,088 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $179,000 | -5.8% | 3,088 | -2.2% | 0.01% | 0.0% |
| Q2 2022 | $190,000 | -25.2% | 3,156 | -5.0% | 0.01% | -8.3% |
| Q1 2022 | $254,000 | -13.3% | 3,321 | -5.2% | 0.01% | -14.3% |
| Q4 2021 | $293,000 | +13.1% | 3,504 | 0.0% | 0.01% | +7.7% |
| Q3 2021 | $259,000 | +1.6% | 3,504 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $255,000 | +16.4% | 3,504 | +4.0% | 0.01% | +8.3% |
| Q1 2021 | $219,000 | +87.2% | 3,368 | +83.0% | 0.01% | +71.4% |
| Q4 2020 | $117,000 | +95.0% | 1,840 | +607.7% | 0.01% | +75.0% |
| Q3 2020 | $60,000 | +11.1% | 260 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $54,000 | +25.6% | 260 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $43,000 | -54.7% | 260 | -47.2% | 0.00% | -33.3% |
| Q4 2019 | $95,000 | +102.1% | 492 | +89.2% | 0.01% | +100.0% |
| Q3 2019 | $47,000 | 0.0% | 260 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $47,000 | +4.4% | 260 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $45,000 | +15.4% | 260 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $39,000 | -58.1% | 260 | -50.6% | 0.00% | -42.9% |
| Q3 2018 | $93,000 | +29.2% | 526 | +19.3% | 0.01% | +16.7% |
| Q2 2018 | $72,000 | +5.9% | 441 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $68,000 | +1.5% | 441 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $67,000 | +6.3% | 441 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $63,000 | +5.0% | 441 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $60,000 | +160.9% | 441 | +152.0% | 0.01% | +200.0% |
| Q1 2017 | $23,000 | -25.8% | 175 | -32.2% | 0.00% | -33.3% |
| Q4 2016 | $31,000 | -52.3% | 258 | -51.6% | 0.00% | -57.1% |
| Q3 2016 | $65,000 | – | 533 | – | 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% |