ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,838 | -7.5% | 8,767 | -4.7% | 0.09% | -3.3% |
| Q2 2023 | $648,205 | +2.9% | 9,197 | -6.7% | 0.09% | -4.2% |
| Q1 2023 | $629,636 | +6.9% | 9,855 | -2.1% | 0.10% | -4.0% |
| Q4 2022 | $589,095 | -7.5% | 10,070 | -8.5% | 0.10% | -14.5% |
| Q3 2022 | $637,000 | -7.8% | 11,006 | -3.9% | 0.12% | -4.9% |
| Q2 2022 | $691,000 | -40.6% | 11,456 | -24.8% | 0.12% | -31.3% |
| Q1 2022 | $1,164,000 | -8.7% | 15,236 | 0.0% | 0.18% | -1.6% |
| Q4 2021 | $1,275,000 | +12.8% | 15,236 | -0.3% | 0.18% | 0.0% |
| Q3 2021 | $1,130,000 | +1.6% | 15,288 | 0.0% | 0.18% | +0.6% |
| Q2 2021 | $1,112,000 | +11.8% | 15,288 | 0.0% | 0.18% | +4.6% |
| Q1 2021 | $995,000 | +1.9% | 15,288 | 0.0% | 0.17% | -8.0% |
| Q4 2020 | $976,000 | +17.0% | 15,288 | +323.4% | 0.19% | 0.0% |
| Q3 2020 | $834,000 | +11.3% | 3,611 | 0.0% | 0.19% | +3.3% |
| Q2 2020 | $749,000 | +5.9% | 3,611 | -15.7% | 0.18% | -3.2% |
| Q1 2020 | $707,000 | -14.9% | 4,281 | -0.2% | 0.19% | +6.2% |
| Q4 2019 | $831,000 | -0.1% | 4,290 | -7.1% | 0.18% | -6.3% |
| Q3 2019 | $832,000 | +3.2% | 4,620 | +2.8% | 0.19% | +2.7% |
| Q2 2019 | $806,000 | +4.0% | 4,496 | 0.0% | 0.18% | +0.5% |
| Q1 2019 | $775,000 | +267.3% | 4,496 | +220.7% | 0.18% | +205.0% |
| Q4 2018 | $211,000 | – | 1,402 | – | 0.06% | – |
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% |