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 | $1,175,114 | -3.7% | 17,175 | -0.8% | 0.02% | 0.0% |
| Q2 2023 | $1,220,784 | -2.0% | 17,321 | -11.2% | 0.02% | -5.3% |
| Q1 2023 | $1,245,727 | +5.5% | 19,498 | -3.4% | 0.02% | 0.0% |
| Q4 2022 | $1,181,174 | -9.6% | 20,191 | -10.5% | 0.02% | -17.4% |
| Q3 2022 | $1,306,000 | -24.8% | 22,571 | -21.5% | 0.02% | -20.7% |
| Q2 2022 | $1,736,000 | -30.4% | 28,761 | -11.9% | 0.03% | -17.1% |
| Q1 2022 | $2,494,000 | -4.7% | 32,650 | +4.3% | 0.04% | 0.0% |
| Q4 2021 | $2,618,000 | +10.3% | 31,295 | -2.6% | 0.04% | +2.9% |
| Q3 2021 | $2,374,000 | -19.6% | 32,120 | -20.9% | 0.03% | -19.0% |
| Q2 2021 | $2,954,000 | +17.4% | 40,618 | +5.1% | 0.04% | +7.7% |
| Q1 2021 | $2,516,000 | -29.0% | 38,644 | -30.4% | 0.04% | -33.9% |
| Q4 2020 | $3,544,000 | +18.3% | 55,537 | +328.6% | 0.06% | +1.7% |
| Q3 2020 | $2,995,000 | +17.5% | 12,959 | +5.4% | 0.06% | +9.4% |
| Q2 2020 | $2,550,000 | +35.6% | 12,292 | +7.9% | 0.05% | +15.2% |
| Q1 2020 | $1,881,000 | -0.2% | 11,395 | +17.1% | 0.05% | +15.0% |
| Q4 2019 | $1,885,000 | +21.0% | 9,732 | +12.5% | 0.04% | +14.3% |
| Q3 2019 | $1,558,000 | +3.5% | 8,653 | +3.0% | 0.04% | +6.1% |
| Q2 2019 | $1,506,000 | +7.0% | 8,400 | +2.8% | 0.03% | +3.1% |
| Q1 2019 | $1,408,000 | +19.3% | 8,171 | +4.4% | 0.03% | +10.3% |
| Q4 2018 | $1,180,000 | -17.8% | 7,830 | -3.4% | 0.03% | -9.4% |
| Q3 2018 | $1,436,000 | +5.1% | 8,103 | -3.5% | 0.03% | -3.0% |
| Q2 2018 | $1,366,000 | +4.1% | 8,398 | -0.7% | 0.03% | 0.0% |
| Q1 2018 | $1,312,000 | -19.9% | 8,461 | -25.9% | 0.03% | -23.3% |
| Q4 2017 | $1,638,000 | 0.0% | 11,422 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $1,638,000 | -29.3% | 11,422 | -32.5% | 0.04% | -32.8% |
| Q2 2017 | $2,316,000 | +7.6% | 16,920 | +3.3% | 0.06% | +4.9% |
| Q1 2017 | $2,153,000 | – | 16,373 | – | 0.06% | – |
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% |