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 | $19,262 | -2.6% | 281,519 | +0.2% | 8.29% | +0.5% |
| Q2 2023 | $19,776 | +9.3% | 280,836 | -0.8% | 8.25% | +1.1% |
| Q1 2023 | $18,088 | +11.7% | 283,110 | +2.3% | 8.16% | +9.8% |
| Q4 2022 | $16,189 | -99.9% | 276,728 | +1.6% | 7.43% | -4.8% |
| Q3 2022 | $15,745,000 | +4.3% | 272,303 | +8.8% | 7.80% | +2.9% |
| Q2 2022 | $15,098,000 | -13.4% | 250,190 | +11.6% | 7.58% | -13.4% |
| Q1 2022 | $17,428,000 | -9.2% | 224,263 | -2.2% | 8.76% | +2.9% |
| Q4 2021 | $19,189,000 | +14.0% | 229,361 | +0.7% | 8.51% | +5.2% |
| Q3 2021 | $16,835,000 | +1.8% | 227,738 | +0.3% | 8.09% | +3.6% |
| Q2 2021 | $16,538,000 | +24.7% | 227,138 | +11.5% | 7.81% | +19.8% |
| Q1 2021 | $13,258,000 | +1.8% | 203,644 | -0.2% | 6.52% | -13.7% |
| Q4 2020 | $13,027,000 | +9.9% | 204,136 | +298.0% | 7.55% | +7.8% |
| Q3 2020 | $11,854,000 | +10.0% | 51,285 | -1.3% | 7.00% | -5.4% |
| Q2 2020 | $10,777,000 | +38.7% | 51,964 | +10.4% | 7.41% | +14.7% |
| Q1 2020 | $7,768,000 | -15.4% | 47,052 | -0.7% | 6.46% | -5.2% |
| Q4 2019 | $9,179,000 | +7.4% | 47,404 | -0.2% | 6.82% | -0.9% |
| Q3 2019 | $8,550,000 | -4.1% | 47,480 | -4.6% | 6.88% | +3.6% |
| Q2 2019 | $8,919,000 | +3.3% | 49,791 | -0.6% | 6.64% | -0.8% |
| Q1 2019 | $8,632,000 | +13.1% | 50,087 | -1.2% | 6.69% | -5.4% |
| Q4 2018 | $7,634,000 | – | 50,718 | – | 7.07% | – |
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% |