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 | $665,042 | -31.7% | 9,720 | -29.7% | 0.09% | -27.9% |
| Q2 2023 | $974,106 | +10.3% | 13,823 | 0.0% | 0.13% | +8.4% |
| Q1 2023 | $883,012 | +18.0% | 13,823 | +8.1% | 0.12% | +14.4% |
| Q4 2022 | $748,098 | +1.1% | 12,788 | 0.0% | 0.10% | -8.0% |
| Q3 2022 | $740,000 | -4.1% | 12,788 | 0.0% | 0.11% | +1.8% |
| Q2 2022 | $772,000 | -16.6% | 12,788 | +5.4% | 0.11% | -2.6% |
| Q1 2022 | $926,000 | -14.3% | 12,129 | -6.1% | 0.11% | -8.8% |
| Q4 2021 | $1,080,000 | +13.1% | 12,915 | 0.0% | 0.12% | +7.8% |
| Q3 2021 | $955,000 | +1.5% | 12,915 | -0.2% | 0.12% | +4.5% |
| Q2 2021 | $941,000 | +10.1% | 12,940 | -1.5% | 0.11% | +3.7% |
| Q1 2021 | $855,000 | +1.9% | 13,140 | 0.0% | 0.11% | -6.1% |
| Q4 2020 | $839,000 | +10.2% | 13,140 | +299.4% | 0.11% | -0.9% |
| Q3 2020 | $761,000 | +11.1% | 3,290 | -0.5% | 0.12% | 0.0% |
| Q2 2020 | $685,000 | +16.1% | 3,305 | -7.5% | 0.12% | -9.4% |
| Q1 2020 | $590,000 | -14.7% | 3,573 | 0.0% | 0.13% | +4.1% |
| Q4 2019 | $692,000 | +7.0% | 3,573 | -0.6% | 0.12% | -0.8% |
| Q3 2019 | $647,000 | 0.0% | 3,595 | -0.4% | 0.12% | -0.8% |
| Q2 2019 | $647,000 | +4.0% | 3,610 | 0.0% | 0.12% | -1.6% |
| Q1 2019 | $622,000 | +14.8% | 3,610 | +0.4% | 0.13% | +5.0% |
| Q4 2018 | $542,000 | +199.4% | 3,595 | +252.5% | 0.12% | +233.3% |
| Q3 2018 | $181,000 | +905.6% | 1,020 | +827.3% | 0.04% | +1100.0% |
| Q2 2018 | $18,000 | -10.0% | 110 | -15.4% | 0.00% | -25.0% |
| Q1 2018 | $20,000 | -48.7% | 130 | -49.0% | 0.00% | 0.0% |
| Q4 2017 | $39,000 | 0.0% | 255 | -7.3% | 0.00% | 0.0% |
| Q3 2017 | $39,000 | -2.5% | 275 | -6.8% | 0.00% | 0.0% |
| Q2 2017 | $40,000 | 0.0% | 295 | -3.3% | 0.00% | -50.0% |
| Q1 2017 | $40,000 | +8.1% | 305 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $37,000 | -14.0% | 305 | -13.6% | 0.01% | -20.0% |
| Q3 2016 | $43,000 | +13.2% | 353 | +8.6% | 0.01% | +11.1% |
| Q2 2016 | $38,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $38,000 | +533.3% | 325 | +550.0% | 0.01% | +800.0% |
| Q4 2015 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | -16.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $6,000 | – | 50 | – | 0.00% | – |
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% |