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 2022 | $922,000 | -4.1% | 15,930 | 0.0% | 0.30% | +5.2% |
| Q2 2022 | $961,000 | -21.0% | 15,930 | 0.0% | 0.29% | -8.3% |
| Q1 2022 | $1,217,000 | -8.7% | 15,930 | 0.0% | 0.32% | -6.2% |
| Q4 2021 | $1,333,000 | +13.3% | 15,930 | 0.0% | 0.34% | +6.3% |
| Q3 2021 | $1,177,000 | +1.6% | 15,930 | 0.0% | 0.32% | +3.3% |
| Q2 2021 | $1,159,000 | +5.9% | 15,930 | -5.2% | 0.31% | 0.0% |
| Q1 2021 | $1,094,000 | +2.1% | 16,800 | 0.0% | 0.31% | -3.2% |
| Q4 2020 | $1,072,000 | +10.4% | 16,800 | +300.0% | 0.32% | -3.1% |
| Q3 2020 | $971,000 | +11.5% | 4,200 | 0.0% | 0.33% | -0.6% |
| Q2 2020 | $871,000 | +25.7% | 4,200 | 0.0% | 0.33% | -3.8% |
| Q1 2020 | $693,000 | -14.8% | 4,200 | 0.0% | 0.34% | +2.7% |
| Q4 2019 | $813,000 | +7.5% | 4,200 | 0.0% | 0.33% | -0.3% |
| Q3 2019 | $756,000 | +0.4% | 4,200 | 0.0% | 0.33% | +1.2% |
| Q2 2019 | $753,000 | +4.0% | 4,200 | 0.0% | 0.33% | +4.1% |
| Q1 2019 | $724,000 | +14.4% | 4,200 | 0.0% | 0.32% | +1.9% |
| Q4 2018 | $633,000 | -14.9% | 4,200 | 0.0% | 0.31% | -1.6% |
| Q3 2018 | $744,000 | +8.9% | 4,200 | 0.0% | 0.32% | +9.4% |
| Q2 2018 | $683,000 | +4.9% | 4,200 | 0.0% | 0.29% | +2.9% |
| Q1 2018 | $651,000 | +1.4% | 4,200 | 0.0% | 0.28% | +1.8% |
| Q4 2017 | $642,000 | +6.6% | 4,200 | 0.0% | 0.28% | +1.9% |
| Q3 2017 | $602,000 | +4.7% | 4,200 | 0.0% | 0.27% | +1.9% |
| Q2 2017 | $575,000 | +4.2% | 4,200 | 0.0% | 0.26% | +9.1% |
| Q1 2017 | $552,000 | +7.8% | 4,200 | 0.0% | 0.24% | +6.6% |
| Q4 2016 | $512,000 | – | 4,200 | – | 0.23% | – |
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% |