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 | $287,022 | -2.9% | 4,195 | 0.0% | 0.03% | -18.9% |
| Q2 2023 | $295,664 | +18.2% | 4,195 | -1.9% | 0.04% | +5.7% |
| Q4 2022 | $250,088 | -11.0% | 4,275 | -11.9% | 0.04% | -22.2% |
| Q3 2022 | $281,000 | -4.1% | 4,852 | 0.0% | 0.04% | +4.7% |
| Q2 2022 | $293,000 | -27.8% | 4,852 | 0.0% | 0.04% | -37.7% |
| Q4 2021 | $406,000 | +13.1% | 4,852 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $359,000 | +1.7% | 4,852 | +1274.5% | 0.07% | +3.0% |
| Q2 2021 | $353,000 | +11.7% | 353 | -92.7% | 0.07% | +6.5% |
| Q1 2021 | $316,000 | +1.9% | 4,852 | 0.0% | 0.06% | +8.8% |
| Q4 2020 | $310,000 | +10.7% | 4,852 | +300.0% | 0.06% | -1.7% |
| Q3 2020 | $280,000 | +11.1% | 1,213 | 0.0% | 0.06% | +3.6% |
| Q2 2020 | $252,000 | +26.0% | 1,213 | 0.0% | 0.06% | +12.0% |
| Q1 2020 | $200,000 | -14.9% | 1,213 | 0.0% | 0.05% | -3.8% |
| Q4 2019 | $235,000 | +7.8% | 1,213 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $218,000 | +0.5% | 1,213 | 0.0% | 0.05% | -7.0% |
| Q2 2019 | $217,000 | +3.8% | 1,213 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $209,000 | +14.2% | 1,213 | 0.0% | 0.06% | +1.8% |
| Q4 2018 | $183,000 | +47.6% | 1,213 | +73.0% | 0.06% | +33.3% |
| Q3 2018 | $124,000 | +853.8% | 701 | +776.2% | 0.04% | +740.0% |
| Q2 2018 | $13,000 | – | 80 | – | 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% |