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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $192 | +225.4% | 3,000 | +200.0% | 0.02% | +220.0% |
| Q4 2022 | $59 | -99.9% | 1,000 | -21.9% | 0.01% | -28.6% |
| Q3 2022 | $74,000 | +23.3% | 1,280 | +28.0% | 0.01% | +40.0% |
| Q2 2022 | $60,000 | -21.1% | 1,000 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $76,000 | -9.5% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $84,000 | +13.5% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $74,000 | +1.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $73,000 | +12.3% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $65,000 | +1.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $64,000 | +88.2% | 1,000 | +426.3% | 0.01% | +20.0% |
| Q2 2019 | $34,000 | +3.0% | 190 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $33,000 | -71.1% | 190 | -72.9% | 0.01% | -70.6% |
| Q2 2018 | $114,000 | -44.1% | 700 | -46.7% | 0.02% | -41.4% |
| Q1 2018 | $204,000 | +1.5% | 1,314 | 0.0% | 0.03% | +11.5% |
| Q4 2017 | $201,000 | +6.9% | 1,314 | 0.0% | 0.03% | -7.1% |
| Q3 2017 | $188,000 | +4.4% | 1,314 | 0.0% | 0.03% | -3.4% |
| Q2 2017 | $180,000 | +4.0% | 1,314 | 0.0% | 0.03% | -3.3% |
| Q1 2017 | $173,000 | +8.1% | 1,314 | 0.0% | 0.03% | +7.1% |
| Q4 2016 | $160,000 | -1.8% | 1,314 | -1.6% | 0.03% | -3.4% |
| Q3 2016 | $163,000 | +805.6% | 1,336 | +773.2% | 0.03% | +866.7% |
| Q2 2016 | $18,000 | – | 153 | – | 0.00% | – |
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% |