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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $97,405 | -6.5% | 1,297 | -14.8% | 0.00% | -25.0% |
| Q3 2023 | $104,135 | +3.7% | 1,522 | +6.8% | 0.00% | 0.0% |
| Q2 2023 | $100,434 | +10.3% | 1,425 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $91,043 | +103358.0% | 1,425 | -5.0% | 0.00% | -25.0% |
| Q4 2022 | $88 | -100.0% | 1,500 | -62.2% | 0.00% | -60.0% |
| Q3 2022 | $230,000 | +152.7% | 3,968 | +164.5% | 0.01% | +150.0% |
| Q2 2022 | $91,000 | -33.6% | 1,500 | -16.7% | 0.00% | -20.0% |
| Q1 2022 | $137,000 | -11.6% | 1,800 | -3.0% | 0.01% | -16.7% |
| Q4 2021 | $155,000 | +6.9% | 1,856 | -5.1% | 0.01% | 0.0% |
| Q3 2021 | $145,000 | -26.8% | 1,956 | -28.0% | 0.01% | -25.0% |
| Q2 2021 | $198,000 | +11.2% | 2,716 | -0.9% | 0.01% | 0.0% |
| Q1 2021 | $178,000 | +1.7% | 2,740 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $175,000 | +10.8% | 2,740 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $158,000 | +11.3% | 685 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $142,000 | +25.7% | 685 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $113,000 | -32.7% | 685 | -20.9% | 0.01% | -10.0% |
| Q4 2019 | $168,000 | +7.7% | 866 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $156,000 | +0.6% | 866 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $155,000 | -99.9% | 866 | -18.8% | 0.01% | -15.4% |
| Q1 2019 | $183,736,000 | +14.4% | 1,066 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $160,614,000 | +141.1% | 1,066 | +183.5% | 0.01% | +180.0% |
| Q3 2018 | $66,616,000 | +9.0% | 376 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $61,141,000 | +4.9% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $58,306,000 | -75.8% | 376 | -76.1% | 0.01% | -75.0% |
| Q4 2017 | $240,766,000 | +39.9% | 1,576 | +31.3% | 0.02% | +42.9% |
| Q3 2017 | $172,104,000 | +4.8% | 1,200 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $164,220,000 | +758.8% | 1,200 | +627.3% | 0.02% | +400.0% |
| Q1 2016 | $19,122,000 | -55.4% | 165 | -62.0% | 0.00% | -92.3% |
| Q4 2013 | $42,858,000 | – | 434 | – | 0.04% | – |
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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% |