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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $795,953 | +10.3% | 11,293 | 0.0% | 0.04% | -10.9% |
| Q1 2023 | $721,530 | +14.3% | 11,293 | +4.6% | 0.05% | +2.2% |
| Q4 2022 | $631,409 | +1.2% | 10,793 | 0.0% | 0.04% | -6.2% |
| Q3 2022 | $624,000 | -5.7% | 10,793 | -1.6% | 0.05% | -4.0% |
| Q2 2022 | $662,000 | -23.8% | 10,974 | -3.6% | 0.05% | -10.7% |
| Q1 2022 | $869,000 | -14.6% | 11,381 | -6.4% | 0.06% | -5.1% |
| Q4 2021 | $1,018,000 | +13.5% | 12,163 | +0.2% | 0.06% | -4.8% |
| Q3 2021 | $897,000 | +7.2% | 12,137 | +5.5% | 0.06% | -10.1% |
| Q2 2021 | $837,000 | +8.0% | 11,507 | -3.3% | 0.07% | -11.5% |
| Q1 2021 | $775,000 | +14.5% | 11,902 | +12.1% | 0.08% | -43.5% |
| Q4 2020 | $677,000 | -29.0% | 10,614 | +160.7% | 0.14% | -32.7% |
| Q3 2020 | $954,000 | +0.5% | 4,071 | -1.9% | 0.20% | -2.4% |
| Q2 2020 | $949,000 | -99.9% | 4,150 | -31.7% | 0.21% | -31.8% |
| Q1 2020 | $1,100,062,000 | -80.6% | 6,079 | -78.6% | 0.31% | -77.7% |
| Q4 2019 | $5,673,556,000 | +11.9% | 28,356 | -0.8% | 1.38% | -8.0% |
| Q3 2019 | $5,068,616,000 | +102774.3% | 28,586 | +5.7% | 1.50% | -8.8% |
| Q2 2019 | $4,927,000 | -99.7% | 27,052 | +140.5% | 1.64% | +131.0% |
| Q1 2019 | $1,966,309,000 | +140451.0% | 11,248 | +30.8% | 0.71% | +7.9% |
| Q4 2018 | $1,399,000 | +45.6% | 8,597 | +42.4% | 0.66% | +170.5% |
| Q3 2018 | $961,000 | -1.0% | 6,036 | +5.9% | 0.24% | 0.0% |
| Q2 2018 | $971,000 | +24.3% | 5,702 | +17.1% | 0.24% | -10.0% |
| Q1 2018 | $781,000 | -7.2% | 4,868 | -5.6% | 0.27% | -1.1% |
| Q4 2017 | $842,000 | -5.8% | 5,157 | -13.7% | 0.27% | +9.6% |
| Q3 2017 | $894,000 | +56.3% | 5,975 | +47.1% | 0.25% | +50.6% |
| Q2 2017 | $572,000 | +88.2% | 4,062 | +75.7% | 0.17% | +58.1% |
| Q1 2017 | $304,000 | – | 2,312 | – | 0.10% | – |
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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% |