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 | $15,707,610 | +0.8% | 229,576 | +3.8% | 1.16% | +4.2% |
| Q2 2023 | $15,587,233 | +11.7% | 221,158 | +1.2% | 1.11% | +11.8% |
| Q1 2023 | $13,959,761 | +6.9% | 218,497 | -2.1% | 0.99% | -1.1% |
| Q4 2022 | $13,061,603 | -7.7% | 223,275 | -8.7% | 1.00% | -14.9% |
| Q3 2022 | $14,148,000 | -8.8% | 244,560 | -4.8% | 1.18% | -4.5% |
| Q2 2022 | $15,511,000 | -19.9% | 257,021 | +1.4% | 1.24% | -4.7% |
| Q1 2022 | $19,361,000 | -5.8% | 253,484 | +3.2% | 1.30% | -3.0% |
| Q4 2021 | $20,561,000 | +64.4% | 245,735 | +42.9% | 1.34% | +36.0% |
| Q2 2021 | $12,507,000 | +580.1% | 171,971 | +508.7% | 0.98% | +455.9% |
| Q1 2021 | $1,839,000 | -0.4% | 28,252 | -2.3% | 0.18% | -7.8% |
| Q4 2020 | $1,846,000 | -56.8% | 28,924 | +56.5% | 0.19% | -41.3% |
| Q3 2020 | $4,271,000 | +78.6% | 18,481 | +60.3% | 0.33% | -9.2% |
| Q2 2020 | $2,392,000 | +3.5% | 11,530 | -3.4% | 0.36% | +23.7% |
| Q4 2019 | $2,310,000 | – | 11,931 | – | 0.29% | – |
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% |