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 | $278,469 | +9.1% | 4,070 | +12.3% | 0.00% | – |
| Q2 2023 | $255,349 | +10.4% | 3,623 | +0.1% | 0.00% | – |
| Q1 2023 | $231,346 | -59.1% | 3,621 | -62.5% | 0.00% | -100.0% |
| Q4 2022 | $565,110 | +0.9% | 9,660 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $560,000 | -1.9% | 9,688 | +2.4% | 0.00% | 0.0% |
| Q2 2022 | $571,000 | -21.0% | 9,465 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $723,000 | +104.2% | 9,465 | +124.0% | 0.00% | – |
| Q4 2021 | $354,000 | -4.6% | 4,226 | -15.9% | 0.00% | – |
| Q3 2021 | $371,000 | -11.0% | 5,024 | -12.4% | 0.00% | – |
| Q2 2021 | $417,000 | +13.9% | 5,732 | -87.6% | 0.00% | – |
| Q1 2021 | $366,000 | -71.7% | 46,069 | +126.9% | 0.00% | -100.0% |
| Q4 2020 | $1,295,000 | +307.2% | 20,300 | +1376.4% | 0.00% | – |
| Q3 2020 | $318,000 | +11.6% | 1,375 | 0.0% | 0.00% | – |
| Q2 2020 | $285,000 | -6.6% | 1,375 | -25.5% | 0.00% | – |
| Q1 2020 | $305,000 | +14.7% | 1,846 | +34.3% | 0.00% | – |
| Q4 2019 | $266,000 | +31.0% | 1,375 | +21.1% | 0.00% | – |
| Q2 2019 | $203,000 | -31.2% | 1,135 | -33.6% | 0.00% | – |
| Q1 2019 | $295,000 | +14.3% | 1,710 | 0.0% | 0.00% | – |
| Q4 2018 | $258,000 | -29.7% | 1,710 | -17.4% | 0.00% | – |
| Q3 2018 | $367,000 | +18.8% | 2,071 | +9.0% | 0.00% | – |
| Q2 2018 | $309,000 | -5.2% | 1,900 | -28.9% | 0.00% | – |
| Q4 2016 | $326,000 | – | 2,673 | – | 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% |