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 | $727,031 | -2.9% | 10,626 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $748,921 | +12.3% | 10,626 | +1.8% | 0.03% | +3.4% |
| Q1 2023 | $666,629 | +80.5% | 10,434 | +65.3% | 0.03% | +70.6% |
| Q4 2022 | $369,355 | -13.5% | 6,314 | -14.4% | 0.02% | -22.7% |
| Q3 2022 | $427,000 | -7.4% | 7,376 | -3.5% | 0.02% | -8.3% |
| Q2 2022 | $461,000 | -35.3% | 7,644 | -18.2% | 0.02% | -33.3% |
| Q1 2022 | $713,000 | -3.4% | 9,340 | +5.9% | 0.04% | -2.7% |
| Q4 2021 | $738,000 | +16.8% | 8,820 | +3.1% | 0.04% | +2.8% |
| Q3 2021 | $632,000 | +171.2% | 8,552 | +747.6% | 0.04% | +80.0% |
| Q3 2020 | $233,000 | +13.7% | 1,009 | -4.5% | 0.02% | -13.0% |
| Q4 2019 | $205,000 | -57.6% | 1,057 | -60.8% | 0.02% | -63.5% |
| Q2 2019 | $484,000 | +24.1% | 2,699 | +19.2% | 0.06% | +10.5% |
| Q1 2019 | $390,000 | +14.4% | 2,265 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $341,000 | -15.0% | 2,265 | 0.0% | 0.06% | -18.3% |
| Q3 2018 | $401,000 | +9.0% | 2,265 | 0.0% | 0.07% | +2.9% |
| Q2 2018 | $368,000 | +4.8% | 2,265 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $351,000 | -3.3% | 2,265 | -4.6% | 0.07% | -11.5% |
| Q4 2017 | $363,000 | +6.5% | 2,375 | 0.0% | 0.08% | -1.3% |
| Q3 2017 | $341,000 | +20.1% | 2,375 | +14.5% | 0.08% | +14.5% |
| Q2 2017 | $284,000 | -54.1% | 2,075 | -55.9% | 0.07% | -55.2% |
| Q1 2017 | $619,000 | +1.5% | 4,705 | -6.0% | 0.15% | +2.7% |
| Q4 2016 | $610,000 | – | 5,005 | – | 0.15% | – |
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% |