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 | $1,948,110 | -1.7% | 28,473 | +1.2% | 0.23% | +0.4% |
| Q2 2023 | $1,982,801 | +6.6% | 28,133 | -3.4% | 0.22% | +14.8% |
| Q1 2023 | $1,860,441 | +78267.4% | 29,119 | -28.3% | 0.20% | -22.2% |
| Q4 2022 | $2,374 | -99.9% | 40,595 | +1.8% | 0.25% | -8.4% |
| Q3 2022 | $2,308,000 | -1.4% | 39,891 | +2.9% | 0.28% | +5.4% |
| Q2 2022 | $2,340,000 | -63.3% | 38,771 | -51.4% | 0.26% | -16.1% |
| Q1 2022 | $6,384,000 | +92.4% | 79,807 | +101.2% | 0.31% | -5.2% |
| Q4 2021 | $3,318,000 | +12.6% | 39,661 | -0.6% | 0.33% | -2.7% |
| Q3 2021 | $2,948,000 | +30.7% | 39,884 | +15.1% | 0.34% | +3.1% |
| Q2 2021 | $2,256,000 | 0.0% | 34,653 | 0.0% | 0.33% | -19.3% |
| Q1 2021 | $2,256,000 | +2.4% | 34,653 | +0.4% | 0.40% | -7.1% |
| Q4 2020 | $2,203,000 | +71.4% | 34,513 | +520.4% | 0.44% | +38.0% |
| Q3 2020 | $1,285,000 | +204.5% | 5,563 | +173.4% | 0.32% | +143.1% |
| Q2 2020 | $422,000 | +12.2% | 2,035 | -10.6% | 0.13% | -3.0% |
| Q1 2020 | $376,000 | -4.6% | 2,277 | +11.9% | 0.13% | +22.9% |
| Q4 2019 | $394,000 | +7.7% | 2,035 | +0.0% | 0.11% | -7.6% |
| Q3 2019 | $366,000 | +32.1% | 2,034 | +31.8% | 0.12% | +43.9% |
| Q2 2019 | $277,000 | +4.1% | 1,543 | 0.0% | 0.08% | +2.5% |
| Q1 2019 | $266,000 | +20.4% | 1,543 | +5.1% | 0.08% | +17.6% |
| Q4 2018 | $221,000 | -60.5% | 1,468 | -59.4% | 0.07% | -38.2% |
| Q1 2018 | $560,000 | +10.5% | 3,613 | -2.4% | 0.11% | +2.8% |
| Q2 2017 | $507,000 | +38.1% | 3,702 | +32.8% | 0.11% | +27.4% |
| Q1 2017 | $367,000 | +4.0% | 2,787 | -3.8% | 0.08% | +10.5% |
| Q4 2016 | $353,000 | +8.0% | 2,897 | +7.7% | 0.08% | -2.6% |
| Q3 2016 | $327,000 | +58.7% | 2,691 | +51.7% | 0.08% | +52.9% |
| Q1 2016 | $206,000 | +0.5% | 1,774 | 0.0% | 0.05% | +4.1% |
| Q4 2015 | $205,000 | – | 1,774 | – | 0.05% | – |
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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% |