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 | $1,351,150 | +1129.7% | 19,747 | +1167.5% | 0.11% | +1133.3% |
| Q2 2023 | $109,875 | -1.1% | 1,558 | -10.4% | 0.01% | -10.0% |
| Q1 2023 | $111,079 | +68046.6% | 1,738 | -37.5% | 0.01% | -33.3% |
| Q4 2022 | $163 | -99.9% | 2,780 | +0.4% | 0.02% | -6.2% |
| Q3 2022 | $160,000 | +154.0% | 2,770 | +166.1% | 0.02% | +166.7% |
| Q2 2022 | $63,000 | -20.3% | 1,041 | +0.1% | 0.01% | -14.3% |
| Q1 2022 | $79,000 | -19.4% | 1,040 | -11.0% | 0.01% | -22.2% |
| Q4 2021 | $98,000 | -13.3% | 1,168 | -24.7% | 0.01% | -18.2% |
| Q2 2021 | $113,000 | +11.9% | 1,551 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $101,000 | +2.0% | 1,549 | +0.1% | 0.01% | 0.0% |
| Q4 2020 | $99,000 | +11.2% | 1,547 | +300.8% | 0.01% | 0.0% |
| Q3 2020 | $89,000 | +11.2% | 386 | +0.5% | 0.01% | +22.2% |
| Q2 2020 | $80,000 | +27.0% | 384 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $63,000 | -14.9% | 384 | +0.3% | 0.01% | -11.1% |
| Q4 2019 | $74,000 | +7.2% | 383 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $69,000 | 0.0% | 381 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $69,000 | +3.0% | 379 | +0.5% | 0.01% | 0.0% |
| Q1 2019 | $67,000 | -74.7% | 377 | -77.2% | 0.01% | -76.9% |
| Q4 2018 | $265,000 | +327.4% | 1,656 | +341.6% | 0.04% | +254.5% |
| Q3 2018 | $62,000 | 0.0% | 375 | +0.3% | 0.01% | +22.2% |
| Q2 2018 | $62,000 | +6.9% | 374 | +0.3% | 0.01% | 0.0% |
| Q1 2018 | $58,000 | -4.9% | 373 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $61,000 | +13.0% | 373 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $54,000 | +3.8% | 373 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $52,000 | +6.1% | 373 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $49,000 | +6.5% | 373 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $46,000 | +155.6% | 373 | +72.7% | 0.01% | 0.0% |
| Q2 2013 | $18,000 | – | 216 | – | 0.01% | – |
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% |