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 | $8,012,454 | -5.0% | 117,107 | +2522.2% | 0.12% | +1.6% |
| Q2 2023 | $8,436,461 | -77.3% | 4,466 | -95.1% | 0.12% | -80.9% |
| Q1 2023 | $37,105,853 | +470.6% | 90,264 | -18.8% | 0.64% | +445.3% |
| Q4 2022 | $6,502,818 | -2.5% | 111,159 | -3.6% | 0.12% | -22.5% |
| Q3 2022 | $6,671,000 | -11.2% | 115,322 | -7.3% | 0.15% | -10.7% |
| Q2 2022 | $7,509,000 | -11.7% | 124,416 | +11.7% | 0.17% | -9.6% |
| Q1 2022 | $8,505,000 | -8.4% | 111,348 | +0.4% | 0.19% | -14.6% |
| Q4 2021 | $9,281,000 | +10.4% | 110,922 | -2.5% | 0.22% | -5.2% |
| Q3 2021 | $8,410,000 | +3.0% | 113,789 | +1.4% | 0.23% | +2.2% |
| Q2 2021 | $8,163,000 | +0.8% | 112,232 | -9.8% | 0.23% | -12.1% |
| Q1 2021 | $8,099,000 | +2.8% | 124,389 | +0.8% | 0.26% | -7.2% |
| Q4 2020 | $7,879,000 | +20.2% | 123,459 | +290.7% | 0.28% | -1.1% |
| Q2 2020 | $6,556,000 | +25.3% | 31,596 | -0.4% | 0.28% | +9.4% |
| Q1 2020 | $5,234,000 | +7.1% | 31,714 | +25.7% | 0.26% | +27.4% |
| Q4 2019 | $4,886,000 | +202.0% | 25,230 | +180.7% | 0.20% | +151.2% |
| Q3 2019 | $1,618,000 | -3.3% | 8,988 | -3.8% | 0.08% | -23.8% |
| Q2 2019 | $1,674,000 | +31.7% | 9,341 | +26.7% | 0.10% | -13.9% |
| Q1 2019 | $1,271,000 | +13.2% | 7,373 | -1.1% | 0.12% | +40.2% |
| Q4 2018 | $1,123,000 | – | 7,453 | – | 0.09% | – |
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% |