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 | $954,287 | +53.5% | 13,947 | +58.1% | 0.04% | +40.6% |
| Q2 2023 | $621,809 | +9.4% | 8,822 | -0.8% | 0.03% | -3.0% |
| Q1 2023 | $568,299 | -33.2% | 8,895 | -38.8% | 0.03% | -43.1% |
| Q4 2022 | $850,542 | -5.5% | 14,539 | -6.5% | 0.06% | -15.9% |
| Q3 2022 | $900,000 | -5.1% | 15,558 | -0.9% | 0.07% | -5.5% |
| Q2 2022 | $948,000 | -31.8% | 15,704 | -13.7% | 0.07% | -24.7% |
| Q1 2022 | $1,390,000 | +27.8% | 18,200 | +40.0% | 0.10% | +24.4% |
| Q4 2021 | $1,088,000 | -6.6% | 12,999 | -17.5% | 0.08% | -11.4% |
| Q3 2021 | $1,165,000 | +0.6% | 15,756 | -1.0% | 0.09% | -4.3% |
| Q2 2021 | $1,158,000 | -3.0% | 15,916 | -13.2% | 0.09% | -17.1% |
| Q1 2021 | $1,194,000 | +5.8% | 18,342 | +3.7% | 0.11% | +4.7% |
| Q4 2020 | $1,129,000 | -18.8% | 17,694 | +194.1% | 0.11% | -32.9% |
| Q3 2020 | $1,390,000 | +13.5% | 6,017 | +1.9% | 0.16% | -4.2% |
| Q2 2020 | $1,225,000 | +26.3% | 5,903 | +0.4% | 0.16% | -6.8% |
| Q1 2020 | $970,000 | -18.8% | 5,877 | -4.7% | 0.18% | +8.6% |
| Q4 2019 | $1,194,000 | +6.9% | 6,166 | -0.6% | 0.16% | -5.8% |
| Q3 2019 | $1,117,000 | +1.0% | 6,204 | +0.5% | 0.17% | -2.8% |
| Q2 2019 | $1,106,000 | +49.3% | 6,171 | +43.5% | 0.18% | +27.1% |
| Q1 2019 | $741,000 | -5.1% | 4,299 | -12.3% | 0.14% | -15.7% |
| Q4 2018 | $781,000 | +47.9% | 4,904 | +64.6% | 0.17% | +50.9% |
| Q3 2018 | $528,000 | -56.9% | 2,979 | -60.4% | 0.11% | -60.4% |
| Q2 2018 | $1,225,000 | +22.1% | 7,530 | +16.4% | 0.28% | +8.2% |
| Q1 2018 | $1,003,000 | +111.2% | 6,467 | +108.1% | 0.26% | +64.7% |
| Q4 2017 | $475,000 | +7.2% | 3,107 | +0.7% | 0.16% | -10.9% |
| Q3 2017 | $443,000 | +13.0% | 3,086 | +7.8% | 0.18% | +15.1% |
| Q2 2017 | $392,000 | -23.6% | 2,864 | -26.6% | 0.15% | -24.0% |
| Q1 2017 | $513,000 | +12.5% | 3,902 | +4.2% | 0.20% | +9.9% |
| Q4 2016 | $456,000 | +24.9% | 3,744 | +24.7% | 0.18% | +31.9% |
| Q3 2016 | $365,000 | +25.4% | 3,002 | +20.3% | 0.14% | +16.9% |
| Q2 2016 | $291,000 | – | 2,495 | – | 0.12% | – |
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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% |