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 | $716,084 | -3.0% | 10,466 | -0.1% | 0.16% | -0.6% |
| Q2 2023 | $738,349 | +10.3% | 10,476 | 0.0% | 0.16% | +6.0% |
| Q1 2023 | $669,312 | +9.2% | 10,476 | 0.0% | 0.15% | +6.4% |
| Q4 2022 | $612,846 | +1.1% | 10,476 | 0.0% | 0.14% | -14.0% |
| Q3 2022 | $606,000 | -4.1% | 10,476 | 0.0% | 0.16% | +1.9% |
| Q2 2022 | $632,000 | -21.8% | 10,476 | -0.9% | 0.16% | -4.2% |
| Q1 2022 | $808,000 | -8.7% | 10,576 | 0.0% | 0.17% | -7.2% |
| Q4 2021 | $885,000 | +13.2% | 10,576 | 0.0% | 0.18% | +4.0% |
| Q3 2021 | $782,000 | +1.7% | 10,576 | 0.0% | 0.17% | -5.4% |
| Q2 2021 | $769,000 | +11.6% | 10,576 | 0.0% | 0.18% | -4.2% |
| Q1 2021 | $689,000 | +7.8% | 10,576 | +5.6% | 0.19% | -2.0% |
| Q4 2020 | $639,000 | +10.4% | 10,016 | +300.0% | 0.20% | -7.1% |
| Q3 2020 | $579,000 | +11.3% | 2,504 | 0.0% | 0.21% | +8.2% |
| Q2 2020 | $520,000 | +25.9% | 2,504 | 0.0% | 0.20% | +6.6% |
| Q1 2020 | $413,000 | -14.8% | 2,504 | 0.0% | 0.18% | +6.4% |
| Q4 2019 | $485,000 | +7.5% | 2,504 | 0.0% | 0.17% | -0.6% |
| Q3 2019 | $451,000 | +0.4% | 2,504 | 0.0% | 0.17% | -5.5% |
| Q2 2019 | $449,000 | +3.9% | 2,504 | 0.0% | 0.18% | -3.2% |
| Q1 2019 | $432,000 | +14.6% | 2,504 | 0.0% | 0.19% | +5.0% |
| Q4 2018 | $377,000 | -11.3% | 2,504 | +4.3% | 0.18% | -1.6% |
| Q3 2018 | $425,000 | +9.0% | 2,400 | 0.0% | 0.18% | +2.8% |
| Q2 2018 | $390,000 | +4.8% | 2,400 | 0.0% | 0.18% | +4.7% |
| Q1 2018 | $372,000 | +1.4% | 2,400 | 0.0% | 0.17% | +3.0% |
| Q4 2017 | $367,000 | +6.7% | 2,400 | 0.0% | 0.16% | 0.0% |
| Q3 2017 | $344,000 | – | 2,400 | – | 0.16% | – |
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% |