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 | $1,526,998 | -2.9% | 22,318 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $1,572,973 | +7.8% | 22,318 | -2.3% | 0.04% | -2.7% |
| Q1 2023 | $1,459,120 | +9.2% | 22,838 | 0.0% | 0.04% | -7.5% |
| Q4 2022 | $1,336,023 | +1.1% | 22,838 | 0.0% | 0.04% | -13.0% |
| Q3 2022 | $1,321,000 | -4.3% | 22,838 | -0.2% | 0.05% | -6.1% |
| Q2 2022 | $1,381,000 | -21.7% | 22,880 | -1.0% | 0.05% | -10.9% |
| Q1 2022 | $1,764,000 | -7.7% | 23,101 | +1.2% | 0.06% | -3.5% |
| Q4 2021 | $1,911,000 | +13.2% | 22,838 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $1,688,000 | +1.6% | 22,838 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $1,661,000 | +11.7% | 22,838 | 0.0% | 0.06% | +3.6% |
| Q1 2021 | $1,487,000 | +2.0% | 22,838 | 0.0% | 0.06% | -5.2% |
| Q4 2020 | $1,458,000 | +8.4% | 22,838 | +292.3% | 0.06% | -1.7% |
| Q3 2020 | $1,345,000 | +43.5% | 5,822 | +28.9% | 0.06% | +31.1% |
| Q2 2020 | $937,000 | +20.0% | 4,517 | -4.5% | 0.04% | 0.0% |
| Q1 2020 | $781,000 | -11.5% | 4,729 | +3.8% | 0.04% | +12.5% |
| Q4 2019 | $882,000 | +7.6% | 4,557 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $820,000 | +0.4% | 4,557 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $817,000 | +3.3% | 4,557 | -0.7% | 0.04% | -4.9% |
| Q1 2019 | $791,000 | +13.8% | 4,587 | -0.5% | 0.04% | +2.5% |
| Q4 2018 | $695,000 | -25.0% | 4,611 | -11.9% | 0.04% | -16.7% |
| Q3 2018 | $927,000 | +145.9% | 5,235 | +125.6% | 0.05% | +128.6% |
| Q2 2018 | $377,000 | +5.9% | 2,320 | +1.0% | 0.02% | +5.0% |
| Q1 2018 | $356,000 | +75.4% | 2,296 | +72.4% | 0.02% | +81.8% |
| Q4 2017 | $203,000 | +6.3% | 1,332 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $191,000 | +1.6% | 1,332 | 0.0% | 0.01% | -21.4% |
| Q2 2017 | $188,000 | -37.5% | 1,332 | -42.0% | 0.01% | -33.3% |
| Q1 2017 | $301,000 | +61.0% | 2,296 | +49.9% | 0.02% | +50.0% |
| Q4 2016 | $187,000 | +0.5% | 1,532 | 0.0% | 0.01% | -6.7% |
| Q3 2016 | $186,000 | +3.9% | 1,532 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $179,000 | +0.6% | 1,532 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $178,000 | – | 1,532 | – | 0.02% | – |
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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% |