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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,688,310 | +1.1% | 28,860 | 0.0% | 0.11% | -9.8% |
| Q3 2022 | $1,670,000 | -4.1% | 28,860 | 0.0% | 0.12% | +5.2% |
| Q2 2022 | $1,742,000 | -21.0% | 28,860 | 0.0% | 0.12% | +4.5% |
| Q1 2022 | $2,204,000 | -8.7% | 28,860 | 0.0% | 0.11% | -21.3% |
| Q4 2021 | $2,415,000 | +13.2% | 28,860 | 0.0% | 0.14% | +14.6% |
| Q3 2021 | $2,133,000 | +1.6% | 28,860 | 0.0% | 0.12% | -6.8% |
| Q2 2021 | $2,099,000 | +11.7% | 28,860 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $1,879,000 | +2.0% | 28,860 | 0.0% | 0.13% | -13.2% |
| Q4 2020 | $1,842,000 | +10.5% | 28,860 | +300.0% | 0.15% | -21.4% |
| Q3 2020 | $1,667,000 | +11.4% | 7,215 | 0.0% | 0.19% | -33.3% |
| Q2 2020 | $1,497,000 | +25.7% | 7,215 | 0.0% | 0.29% | -14.3% |
| Q1 2020 | $1,191,000 | -14.7% | 7,215 | 0.0% | 0.34% | +189.7% |
| Q4 2019 | $1,397,000 | +7.5% | 7,215 | 0.0% | 0.12% | +0.9% |
| Q3 2019 | $1,299,000 | +0.5% | 7,215 | 0.0% | 0.12% | -5.7% |
| Q2 2019 | $1,293,000 | +3.9% | 7,215 | 0.0% | 0.12% | +5.2% |
| Q1 2019 | $1,244,000 | +14.4% | 7,215 | 0.0% | 0.12% | +11.5% |
| Q4 2018 | $1,087,000 | -14.9% | 7,215 | 0.0% | 0.10% | -1.0% |
| Q3 2018 | $1,278,000 | +9.0% | 7,215 | 0.0% | 0.10% | -3.7% |
| Q2 2018 | $1,173,000 | +8.6% | 7,215 | +3.6% | 0.11% | +9.0% |
| Q1 2018 | $1,080,000 | +1.5% | 6,962 | 0.0% | 0.10% | -10.7% |
| Q4 2017 | $1,064,000 | +6.6% | 6,962 | 0.0% | 0.11% | -18.2% |
| Q3 2017 | $998,000 | +4.7% | 6,962 | 0.0% | 0.14% | -25.5% |
| Q2 2017 | $953,000 | +4.0% | 6,962 | 0.0% | 0.18% | -1.6% |
| Q1 2017 | $916,000 | +8.0% | 6,962 | 0.0% | 0.19% | -18.3% |
| Q4 2016 | $848,000 | +0.5% | 6,962 | 0.0% | 0.23% | -39.7% |
| Q3 2016 | $844,000 | +3.9% | 6,962 | 0.0% | 0.38% | -15.6% |
| Q2 2016 | $812,000 | +0.6% | 6,962 | 0.0% | 0.45% | +3.0% |
| Q1 2016 | $807,000 | – | 6,962 | – | 0.44% | – |
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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% |