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 | $380,894 | +5.6% | 5,567 | +8.7% | 0.05% | +9.3% |
| Q2 2023 | $360,857 | +10.3% | 5,120 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $327,116 | +9.2% | 5,120 | 0.0% | 0.04% | +7.7% |
| Q4 2022 | $299,520 | +1.2% | 5,120 | 0.0% | 0.04% | -4.9% |
| Q3 2022 | $296,000 | -3.9% | 5,120 | 0.0% | 0.04% | -10.9% |
| Q2 2022 | $308,000 | -28.0% | 5,120 | 0.0% | 0.05% | -30.3% |
| Q1 2022 | $428,000 | 0.0% | 5,120 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $428,000 | +13.2% | 5,120 | 0.0% | 0.07% | +3.1% |
| Q3 2021 | $378,000 | -10.2% | 5,120 | -11.6% | 0.06% | -11.1% |
| Q2 2021 | $421,000 | -9.5% | 5,793 | -19.0% | 0.07% | -17.2% |
| Q1 2021 | $465,000 | -3.3% | 7,148 | -5.3% | 0.09% | -15.5% |
| Q4 2020 | $481,000 | +4.1% | 7,548 | +277.0% | 0.10% | -9.6% |
| Q3 2020 | $462,000 | +11.3% | 2,002 | 0.0% | 0.11% | +7.5% |
| Q2 2020 | $415,000 | -65.9% | 2,002 | -68.2% | 0.11% | -69.6% |
| Q4 2019 | $1,218,000 | +11.3% | 6,295 | +3.6% | 0.35% | -4.6% |
| Q3 2019 | $1,094,000 | +4.5% | 6,077 | +4.0% | 0.37% | -7.6% |
| Q2 2019 | $1,047,000 | +3.8% | 5,842 | -0.3% | 0.40% | +3.9% |
| Q1 2019 | $1,009,000 | +20.1% | 5,858 | +5.0% | 0.38% | +10.8% |
| Q4 2018 | $840,000 | – | 5,577 | – | 0.34% | – |
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% |