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 | $777,457 | +35.8% | 11,363 | +16.1% | 0.17% | +26.3% |
| Q2 2023 | $572,598 | 0.0% | 9,788 | 0.0% | 0.14% | -1.4% |
| Q1 2023 | $572,598 | 0.0% | 9,788 | 0.0% | 0.14% | +0.7% |
| Q4 2022 | $572,598 | -1.3% | 9,788 | 0.0% | 0.14% | -7.4% |
| Q3 2022 | $580,000 | -10.1% | 9,788 | -1.9% | 0.15% | -7.5% |
| Q2 2022 | $645,000 | -15.4% | 9,976 | 0.0% | 0.16% | -8.0% |
| Q1 2022 | $762,000 | -8.7% | 9,976 | 0.0% | 0.18% | -12.5% |
| Q4 2021 | $835,000 | +10.9% | 9,976 | -2.0% | 0.20% | +1.0% |
| Q3 2021 | $753,000 | +1.6% | 10,184 | 0.0% | 0.20% | +2.1% |
| Q2 2021 | $741,000 | +11.8% | 10,184 | 0.0% | 0.19% | +1.6% |
| Q1 2021 | $663,000 | +2.0% | 10,184 | 0.0% | 0.19% | -7.3% |
| Q4 2020 | $650,000 | +8.0% | 10,184 | +290.9% | 0.21% | +74.6% |
| Q3 2020 | $602,000 | +16.7% | 2,605 | +4.8% | 0.12% | -39.5% |
| Q2 2020 | $516,000 | +5.1% | 2,485 | -16.5% | 0.20% | -18.1% |
| Q1 2020 | $491,000 | -22.9% | 2,975 | -9.5% | 0.24% | -7.8% |
| Q4 2019 | $637,000 | -4.1% | 3,289 | -10.8% | 0.26% | +13.7% |
| Q3 2019 | $664,000 | -19.2% | 3,689 | -19.5% | 0.23% | -31.0% |
| Q2 2019 | $822,000 | -6.2% | 4,584 | -9.8% | 0.33% | -10.4% |
| Q1 2019 | $876,000 | -46.2% | 5,084 | -52.9% | 0.37% | -54.2% |
| Q4 2018 | $1,627,000 | – | 10,797 | – | 0.80% | – |
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% |