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 | $107,967 | +36.2% | 1,578 | +40.3% | 0.00% | +33.3% |
| Q2 2023 | $79,290 | +194.8% | 1,125 | +167.2% | 0.00% | +200.0% |
| Q1 2023 | $26,898 | -35.3% | 421 | -40.8% | 0.00% | 0.0% |
| Q4 2022 | $41,594 | -37.9% | 711 | -38.9% | 0.00% | -66.7% |
| Q3 2022 | $67,000 | -72.4% | 1,164 | -60.0% | 0.00% | -66.7% |
| Q4 2021 | $243,000 | +5975.0% | 2,907 | +4827.1% | 0.01% | – |
| Q3 2021 | $4,000 | -100.0% | 59 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $10,985,000 | +2.0% | 168,718 | -0.0% | 0.47% | -3.3% |
| Q4 2020 | $10,771,000 | +10.2% | 168,770 | +299.0% | 0.49% | -0.6% |
| Q3 2020 | $9,774,000 | +9.4% | 42,298 | -1.8% | 0.49% | -1.4% |
| Q2 2020 | $8,937,000 | +5898.0% | 43,072 | +4685.8% | 0.50% | +4880.0% |
| Q1 2020 | $149,000 | -51.9% | 900 | -55.6% | 0.01% | -58.3% |
| Q4 2017 | $310,000 | +6.5% | 2,029 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $291,000 | +4.7% | 2,029 | 0.0% | 0.02% | -4.0% |
| Q2 2017 | $278,000 | +4.1% | 2,029 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $267,000 | +8.1% | 2,029 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $247,000 | 0.0% | 2,029 | 0.0% | 0.03% | -23.5% |
| Q3 2016 | $247,000 | +8.8% | 2,029 | +4.2% | 0.03% | -24.4% |
| Q2 2016 | $227,000 | – | 1,948 | – | 0.04% | – |
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% |