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 | $569,665 | -6.7% | 8,326 | -3.9% | 0.20% | -5.5% |
| Q2 2023 | $610,780 | +10.3% | 8,666 | 0.0% | 0.22% | +1.9% |
| Q1 2023 | $553,671 | +9.2% | 8,666 | 0.0% | 0.21% | +1.4% |
| Q4 2022 | $506,961 | -9.3% | 8,666 | -10.3% | 0.21% | -11.0% |
| Q3 2022 | $559,000 | -4.1% | 9,666 | 0.0% | 0.24% | -6.0% |
| Q2 2022 | $583,000 | -21.0% | 9,666 | 0.0% | 0.25% | -3.1% |
| Q1 2022 | $738,000 | -8.8% | 9,666 | 0.0% | 0.26% | -2.3% |
| Q4 2021 | $809,000 | +13.3% | 9,666 | 0.0% | 0.26% | +8.2% |
| Q3 2021 | $714,000 | +3.8% | 9,666 | +2.2% | 0.24% | +7.5% |
| Q2 2021 | $688,000 | +11.7% | 9,456 | 0.0% | 0.23% | +0.4% |
| Q1 2021 | $616,000 | +2.2% | 9,456 | 0.0% | 0.23% | -4.6% |
| Q4 2020 | $603,000 | +10.4% | 9,456 | +300.0% | 0.24% | -7.8% |
| Q3 2020 | $546,000 | -6.8% | 2,364 | -16.3% | 0.26% | -11.0% |
| Q2 2020 | $586,000 | +25.8% | 2,826 | 0.0% | 0.29% | -2.7% |
| Q1 2020 | $466,000 | -14.8% | 2,826 | 0.0% | 0.30% | +13.7% |
| Q4 2019 | $547,000 | +6.4% | 2,826 | -1.1% | 0.26% | +2.7% |
| Q3 2019 | $514,000 | +0.4% | 2,856 | 0.0% | 0.26% | -8.9% |
| Q2 2019 | $512,000 | +4.1% | 2,856 | 0.0% | 0.28% | +6.5% |
| Q1 2019 | $492,000 | +14.4% | 2,856 | 0.0% | 0.26% | -5.1% |
| Q4 2018 | $430,000 | -13.8% | 2,856 | +1.4% | 0.28% | +4.9% |
| Q3 2018 | $499,000 | +9.0% | 2,816 | 0.0% | 0.26% | +6.9% |
| Q2 2018 | $458,000 | +4.8% | 2,816 | 0.0% | 0.25% | +1.2% |
| Q1 2018 | $437,000 | +1.6% | 2,816 | 0.0% | 0.24% | +6.1% |
| Q4 2017 | $430,000 | – | 2,816 | – | 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% |