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 | $286,748 | -5.5% | 4,191 | -2.6% | 0.01% | 0.0% |
| Q2 2023 | $303,346 | +14.5% | 4,304 | +3.8% | 0.01% | +14.3% |
| Q1 2023 | $265,016 | +110.9% | 4,148 | +93.1% | 0.01% | +75.0% |
| Q4 2022 | $125,658 | -13.3% | 2,148 | -14.4% | 0.00% | 0.0% |
| Q3 2022 | $145,000 | +11.5% | 2,508 | +16.8% | 0.00% | 0.0% |
| Q2 2022 | $130,000 | -5.1% | 2,148 | +20.1% | 0.00% | 0.0% |
| Q1 2022 | $137,000 | -8.7% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $150,000 | +18.1% | 1,789 | +4.3% | 0.00% | 0.0% |
| Q3 2021 | $127,000 | +1.6% | 1,716 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $125,000 | +11.6% | 1,716 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $112,000 | +300.0% | 1,716 | +1295.1% | 0.00% | +300.0% |
| Q4 2020 | $28,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | +7.7% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +30.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -16.7% | 123 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | -40.0% | 123 | -44.3% | 0.00% | -50.0% |
| Q3 2019 | $40,000 | +1233.3% | 221 | +1063.2% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | -84.2% | 19 | -83.3% | 0.00% | -100.0% |
| Q2 2018 | $19,000 | +533.3% | 114 | +500.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | +50.0% | 19 | 0.0% | 0.00% | – |
| Q1 2017 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2016 | $2,000 | -97.5% | 19 | -97.3% | 0.00% | -100.0% |
| Q4 2015 | $81,000 | +1250.0% | 698 | +1146.4% | 0.01% | +1000.0% |
| Q3 2015 | $6,000 | -53.8% | 56 | -56.9% | 0.00% | -66.7% |
| Q1 2014 | $13,000 | -75.0% | 130 | -75.2% | 0.00% | -78.6% |
| Q4 2013 | $52,000 | +10.6% | 525 | 0.0% | 0.01% | -6.7% |
| Q3 2013 | $47,000 | -47.8% | 525 | -51.2% | 0.02% | -55.9% |
| Q2 2013 | $90,000 | – | 1,076 | – | 0.03% | – |
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% |