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 | $682,284 | -45.6% | 9,972 | -44.0% | 0.02% | -34.8% |
| Q2 2023 | $1,254,161 | -29.0% | 17,795 | -35.7% | 0.02% | -8.0% |
| Q1 2023 | $1,767,583 | -18.9% | 27,666 | -25.7% | 0.02% | -13.8% |
| Q4 2022 | $2,179,610 | -2.0% | 37,258 | -3.1% | 0.03% | -9.4% |
| Q3 2022 | $2,225,000 | +34.0% | 38,454 | +39.7% | 0.03% | +23.1% |
| Q2 2022 | $1,661,000 | -22.1% | 27,526 | -1.4% | 0.03% | -10.3% |
| Q1 2022 | $2,133,000 | -8.7% | 27,926 | +0.0% | 0.03% | -23.7% |
| Q4 2021 | $2,336,000 | +11.7% | 27,925 | -1.3% | 0.04% | +40.7% |
| Q3 2021 | $2,092,000 | -19.3% | 28,303 | -20.6% | 0.03% | -18.2% |
| Q2 2021 | $2,591,000 | +11.4% | 35,628 | -0.3% | 0.03% | +3.1% |
| Q1 2021 | $2,326,000 | -1.0% | 35,727 | -3.0% | 0.03% | -5.9% |
| Q4 2020 | $2,350,000 | +8.0% | 36,840 | +291.3% | 0.03% | -5.6% |
| Q3 2020 | $2,176,000 | +10.6% | 9,415 | -0.8% | 0.04% | -2.7% |
| Q2 2020 | $1,968,000 | +5863.6% | 9,488 | +4644.0% | 0.04% | +3600.0% |
| Q1 2020 | $33,000 | -98.3% | 200 | -98.0% | 0.00% | -97.1% |
| Q4 2019 | $1,890,000 | -22.4% | 9,758 | -27.9% | 0.03% | -30.6% |
| Q3 2019 | $2,437,000 | -0.0% | 13,538 | -0.5% | 0.05% | -40.2% |
| Q2 2019 | $2,438,000 | – | 13,603 | – | 0.08% | – |
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% |