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 | $4,426,227 | -5.8% | 64,692 | -2.9% | 0.82% | -1.6% |
Q2 2023 | $4,697,608 | +39.4% | 66,652 | +26.4% | 0.83% | +22.3% |
Q1 2023 | $3,369,111 | +9.9% | 52,733 | +0.6% | 0.68% | +2.7% |
Q4 2022 | $3,065,903 | +0.7% | 52,428 | -0.4% | 0.66% | -9.2% |
Q3 2022 | $3,046,000 | -1.7% | 52,650 | +2.6% | 0.73% | +4.2% |
Q2 2022 | $3,098,000 | -15.3% | 51,331 | +7.2% | 0.70% | +1.9% |
Q1 2022 | $3,658,000 | -23.7% | 47,890 | -16.4% | 0.68% | -19.9% |
Q4 2021 | $4,795,000 | +13.3% | 57,304 | +0.1% | 0.85% | +5.6% |
Q3 2021 | $4,231,000 | +2.3% | 57,243 | +0.7% | 0.81% | +2.5% |
Q2 2021 | $4,136,000 | +7.7% | 56,863 | -3.6% | 0.79% | -5.4% |
Q1 2021 | $3,840,000 | -13.2% | 58,979 | -15.0% | 0.83% | -15.2% |
Q4 2020 | $4,426,000 | +6.6% | 69,356 | +286.0% | 0.98% | -7.3% |
Q3 2020 | $4,153,000 | +8.9% | 17,970 | -2.2% | 1.06% | -4.0% |
Q2 2020 | $3,812,000 | +47.6% | 18,372 | +17.5% | 1.11% | +17.2% |
Q1 2020 | $2,582,000 | -0.5% | 15,641 | +16.7% | 0.94% | +27.9% |
Q4 2019 | $2,595,000 | +8.9% | 13,399 | +1.2% | 0.74% | +1.1% |
Q3 2019 | $2,384,000 | -4.7% | 13,245 | -5.1% | 0.73% | -5.6% |
Q2 2019 | $2,501,000 | +4.1% | 13,955 | +0.1% | 0.77% | -1.2% |
Q1 2019 | $2,403,000 | -14.3% | 13,940 | -25.1% | 0.78% | -28.6% |
Q4 2018 | $2,804,000 | +15.6% | 18,609 | +36.0% | 1.10% | +41.5% |
Q3 2018 | $2,425,000 | +16.5% | 13,687 | +6.9% | 0.77% | +5.7% |
Q2 2018 | $2,082,000 | +15.5% | 12,802 | +10.1% | 0.73% | +11.8% |
Q1 2018 | $1,803,000 | +5.9% | 11,627 | +4.3% | 0.66% | +3.3% |
Q4 2017 | $1,702,000 | +78.8% | 11,143 | +67.9% | 0.63% | +66.4% |
Q3 2017 | $952,000 | – | 6,637 | – | 0.38% | – |
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% |