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 | $15,498 | -2.9% | 227 | 0.0% | 0.02% | -16.0% |
| Q2 2023 | $15,965 | +10.5% | 227 | +0.4% | 0.02% | +8.7% |
| Q1 2023 | $14,446 | +9.5% | 226 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $13,193 | +1.5% | 226 | +0.4% | 0.02% | -4.2% |
| Q3 2022 | $13,000 | -7.1% | 225 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $14,000 | -17.6% | 225 | +0.4% | 0.02% | -4.2% |
| Q1 2022 | $17,000 | -5.6% | 224 | +6.2% | 0.02% | +4.3% |
| Q4 2021 | $18,000 | -47.1% | 211 | -53.8% | 0.02% | -47.7% |
| Q3 2021 | $34,000 | +3.0% | 457 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $33,000 | -25.0% | 457 | -32.0% | 0.04% | -30.2% |
| Q1 2021 | $44,000 | +2.3% | 672 | -0.1% | 0.06% | -1.6% |
| Q4 2020 | $43,000 | +10.3% | 673 | +300.6% | 0.06% | -4.5% |
| Q3 2020 | $39,000 | +21.9% | 168 | +7.7% | 0.07% | -1.5% |
| Q2 2020 | $32,000 | +18.5% | 156 | -3.7% | 0.07% | +17.2% |
| Q1 2020 | $27,000 | +107.7% | 162 | +134.8% | 0.06% | +114.8% |
| Q4 2019 | $13,000 | +85.7% | 69 | +72.5% | 0.03% | +80.0% |
| Q3 2019 | $7,000 | 0.0% | 40 | 0.0% | 0.02% | -16.7% |
| Q2 2019 | $7,000 | 0.0% | 40 | 0.0% | 0.02% | +5.9% |
| Q1 2019 | $7,000 | +16.7% | 40 | 0.0% | 0.02% | -10.5% |
| Q4 2018 | $6,000 | -14.3% | 40 | 0.0% | 0.02% | -13.6% |
| Q3 2018 | $7,000 | 0.0% | 40 | 0.0% | 0.02% | -8.3% |
| Q2 2018 | $7,000 | +16.7% | 40 | 0.0% | 0.02% | +14.3% |
| Q1 2018 | $6,000 | 0.0% | 40 | 0.0% | 0.02% | -25.0% |
| Q4 2017 | $6,000 | 0.0% | 40 | 0.0% | 0.03% | -6.7% |
| Q3 2017 | $6,000 | +20.0% | 40 | 0.0% | 0.03% | +11.1% |
| Q2 2017 | $5,000 | 0.0% | 40 | 0.0% | 0.03% | -6.9% |
| Q1 2017 | $5,000 | 0.0% | 40 | 0.0% | 0.03% | +7.4% |
| Q4 2016 | $5,000 | -66.7% | 40 | -68.3% | 0.03% | -59.7% |
| Q3 2016 | $15,000 | – | 126 | – | 0.07% | – |
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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% |