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 | $15,641,164 | +22.6% | 228,121 | +26.0% | 2.91% | +30.4% |
| Q2 2023 | $12,760,827 | +27.2% | 181,056 | +15.3% | 2.24% | +29.9% |
| Q1 2023 | $10,029,964 | +9.9% | 156,988 | +0.6% | 1.72% | +10.5% |
| Q4 2022 | $9,126,878 | +134.4% | 156,015 | +131.8% | 1.56% | +113.9% |
| Q3 2022 | $3,894,000 | -4.2% | 67,315 | -0.0% | 0.73% | -2.4% |
| Q2 2022 | $4,064,000 | -15.3% | 67,340 | +7.2% | 0.75% | -13.1% |
| Q1 2022 | $4,797,000 | -7.6% | 62,800 | +1.3% | 0.86% | -12.0% |
| Q4 2021 | $5,189,000 | +13.2% | 62,020 | +0.0% | 0.98% | +2.8% |
| Q3 2021 | $4,584,000 | +1.8% | 62,015 | +0.1% | 0.95% | -0.7% |
| Q2 2021 | $4,505,000 | +8.6% | 61,940 | -2.8% | 0.96% | -2.9% |
| Q1 2021 | $4,150,000 | +0.6% | 63,740 | -1.4% | 0.98% | -8.0% |
| Q4 2020 | $4,127,000 | +9.8% | 64,660 | +297.5% | 1.07% | +1.9% |
| Q3 2020 | $3,759,000 | +10.0% | 16,265 | -1.2% | 1.05% | +10.8% |
| Q2 2020 | $3,416,000 | +25.5% | 16,462 | -0.2% | 0.95% | +5.0% |
| Q1 2020 | $2,722,000 | -15.7% | 16,490 | -1.1% | 0.90% | +29.6% |
| Q4 2019 | $3,228,000 | +7.6% | 16,669 | 0.0% | 0.70% | +3.3% |
| Q3 2019 | $3,001,000 | +0.4% | 16,669 | 0.0% | 0.68% | 0.0% |
| Q2 2019 | $2,988,000 | +4.5% | 16,669 | +0.5% | 0.68% | +0.9% |
| Q1 2019 | $2,860,000 | +14.6% | 16,594 | +0.2% | 0.67% | 0.0% |
| Q4 2018 | $2,496,000 | -17.5% | 16,569 | -2.9% | 0.67% | -10.0% |
| Q3 2018 | $3,024,000 | +5.8% | 17,069 | -2.8% | 0.74% | +10.4% |
| Q2 2018 | $2,857,000 | +4.0% | 17,569 | -0.8% | 0.67% | -3.4% |
| Q1 2018 | $2,746,000 | -1.1% | 17,709 | -2.6% | 0.70% | -13.5% |
| Q4 2017 | $2,776,000 | +6.5% | 18,173 | 0.0% | 0.81% | -4.2% |
| Q3 2017 | $2,606,000 | +3.4% | 18,173 | -1.3% | 0.84% | -9.4% |
| Q2 2017 | $2,520,000 | -1.2% | 18,413 | -5.0% | 0.93% | -8.7% |
| Q1 2017 | $2,550,000 | -13.6% | 19,385 | -20.0% | 1.02% | -38.5% |
| Q4 2016 | $2,951,000 | – | 24,234 | – | 1.65% | – |
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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% |