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 | $31,122,446 | -4.4% | 453,397 | -1.8% | 2.72% | +2.6% |
| Q2 2023 | $32,555,981 | +1.5% | 461,918 | -8.0% | 2.65% | +3.1% |
| Q1 2023 | $32,068,372 | -1.4% | 501,931 | -9.7% | 2.58% | -4.7% |
| Q4 2022 | $32,521,730 | +189.9% | 555,927 | +186.7% | 2.70% | +167.4% |
| Q3 2022 | $11,217,000 | -1.7% | 193,890 | +2.5% | 1.01% | -0.5% |
| Q2 2022 | $11,414,000 | +2.7% | 189,126 | +30.0% | 1.02% | +28.6% |
| Q1 2022 | $11,113,000 | +0.5% | 145,497 | +10.1% | 0.79% | +3.5% |
| Q4 2021 | $11,061,000 | +10.9% | 132,199 | -2.0% | 0.76% | -4.2% |
| Q3 2021 | $9,970,000 | -1.0% | 134,888 | -2.6% | 0.80% | -3.0% |
| Q2 2021 | $10,072,000 | +2.5% | 138,485 | -8.2% | 0.82% | -8.2% |
| Q1 2021 | $9,823,000 | -5.8% | 150,865 | -7.7% | 0.89% | -10.2% |
| Q4 2020 | $10,433,000 | -3.4% | 163,482 | +249.9% | 0.99% | -11.6% |
| Q3 2020 | $10,798,000 | -5.0% | 46,727 | -14.7% | 1.12% | -5.4% |
| Q2 2020 | $11,368,000 | +486.0% | 54,789 | +366.2% | 1.19% | +403.8% |
| Q1 2020 | $1,940,000 | +29.6% | 11,751 | +52.0% | 0.24% | +87.3% |
| Q4 2019 | $1,497,000 | +494.0% | 7,730 | +451.4% | 0.13% | +260.0% |
| Q3 2019 | $252,000 | +0.4% | 1,402 | 0.0% | 0.04% | -5.4% |
| Q2 2019 | $251,000 | +3.7% | 1,402 | 0.0% | 0.04% | +15.6% |
| Q1 2019 | $242,000 | +3.0% | 1,402 | +5.7% | 0.03% | -13.5% |
| Q3 2018 | $235,000 | +8.3% | 1,326 | -0.7% | 0.04% | +5.7% |
| Q2 2018 | $217,000 | +4.8% | 1,336 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $207,000 | +1.5% | 1,336 | 0.0% | 0.03% | +6.2% |
| Q4 2017 | $204,000 | – | 1,336 | – | 0.03% | – |
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% |