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 | $5,038 | +1.9% | 73,634 | +5.0% | 0.55% | +5.0% |
| Q2 2023 | $4,942 | +6.2% | 70,125 | -3.7% | 0.52% | -4.8% |
| Q1 2023 | $4,652 | +15.8% | 72,814 | +6.0% | 0.55% | +12.8% |
| Q4 2022 | $4,018 | -99.9% | 68,691 | -0.1% | 0.48% | -7.1% |
| Q3 2022 | $3,977,000 | -4.2% | 68,748 | -0.1% | 0.52% | +3.8% |
| Q2 2022 | $4,152,000 | -21.5% | 68,799 | -0.6% | 0.50% | -4.2% |
| Q1 2022 | $5,289,000 | -14.0% | 69,245 | -5.8% | 0.52% | -10.6% |
| Q4 2021 | $6,150,000 | +10.9% | 73,498 | -2.0% | 0.59% | +1.4% |
| Q3 2021 | $5,546,000 | -3.1% | 75,034 | -4.7% | 0.58% | -3.7% |
| Q2 2021 | $5,724,000 | +9.7% | 78,705 | -1.8% | 0.60% | +0.8% |
| Q1 2021 | $5,217,000 | -6.4% | 80,123 | -8.2% | 0.60% | -11.7% |
| Q4 2020 | $5,573,000 | +11.3% | 87,319 | +303.0% | 0.68% | -4.8% |
| Q3 2020 | $5,007,000 | +19.1% | 21,669 | -14.9% | 0.71% | -13.6% |
| Q1 2020 | $4,203,000 | -17.7% | 25,465 | -3.5% | 0.82% | +6.1% |
| Q4 2019 | $5,110,000 | +5.4% | 26,391 | -2.0% | 0.77% | -5.5% |
| Q3 2019 | $4,846,000 | +7.7% | 26,920 | +7.2% | 0.82% | +3.1% |
| Q2 2019 | $4,501,000 | +1.1% | 25,114 | -2.8% | 0.79% | -2.6% |
| Q1 2019 | $4,453,000 | +22.7% | 25,835 | +7.3% | 0.82% | +3.2% |
| Q4 2018 | $3,628,000 | -14.2% | 24,082 | +0.9% | 0.79% | -3.7% |
| Q3 2018 | $4,230,000 | +10.7% | 23,878 | +1.6% | 0.82% | +5.5% |
| Q2 2018 | $3,822,000 | – | 23,507 | – | 0.78% | – |
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% |