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 | $44,328,451 | +0.7% | 647,887 | +3.8% | 0.38% | +1.9% |
| Q2 2023 | $44,008,887 | -26.6% | 624,417 | -33.5% | 0.37% | -38.0% |
| Q1 2023 | $59,993,400 | -0.2% | 939,011 | -8.6% | 0.60% | -9.6% |
| Q4 2022 | $60,095,931 | -0.8% | 1,027,281 | -1.9% | 0.67% | -12.9% |
| Q3 2022 | $60,561,000 | -0.8% | 1,046,866 | +3.5% | 0.76% | -8.4% |
| Q2 2022 | $61,027,000 | -36.2% | 1,011,225 | -19.2% | 0.84% | -31.5% |
| Q1 2022 | $95,603,000 | +103.7% | 1,251,674 | +123.1% | 1.22% | +83.3% |
| Q4 2021 | $46,940,000 | +11.4% | 561,018 | -1.6% | 0.66% | -5.4% |
| Q3 2021 | $42,125,000 | +1.2% | 569,945 | -0.4% | 0.70% | -8.6% |
| Q2 2021 | $41,608,000 | +27.8% | 572,089 | +14.4% | 0.77% | +14.9% |
| Q1 2021 | $32,566,000 | +2438.3% | 500,162 | +2387.6% | 0.67% | +1867.6% |
| Q4 2020 | $1,283,000 | +10.5% | 20,106 | +300.1% | 0.03% | -2.9% |
| Q3 2020 | $1,161,000 | +19.2% | 5,025 | +7.1% | 0.04% | +16.7% |
| Q2 2020 | $974,000 | -96.0% | 4,692 | -96.8% | 0.03% | -96.3% |
| Q1 2020 | $24,202,000 | +92984.6% | 146,638 | +106935.0% | 0.80% | +80300.0% |
| Q4 2019 | $26,000 | +8.3% | 137 | +0.7% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | -14.3% | 136 | -12.8% | 0.00% | 0.0% |
| Q2 2019 | $28,000 | -3.4% | 156 | -7.7% | 0.00% | 0.0% |
| Q1 2019 | $29,000 | +45.0% | 169 | +26.1% | 0.00% | 0.0% |
| Q4 2018 | $20,000 | -16.7% | 134 | +0.8% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +9.1% | 133 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | +29.4% | 133 | +8.1% | 0.00% | -50.0% |
| Q2 2017 | $17,000 | -71.7% | 123 | -75.1% | 0.00% | -66.7% |
| Q3 2016 | $60,000 | +500.0% | 494 | +467.8% | 0.01% | +500.0% |
| Q2 2016 | $10,000 | -98.1% | 87 | -98.3% | 0.00% | -99.6% |
| Q2 2014 | $530,000 | +5.4% | 5,034 | 0.0% | 0.24% | +8.6% |
| Q1 2014 | $503,000 | – | 5,034 | – | 0.22% | – |
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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% |