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 | $957,762 | -29.3% | 13,998 | -27.2% | 0.19% | -17.3% |
| Q2 2023 | $1,354,786 | +20.5% | 19,222 | +9.2% | 0.22% | +10.8% |
| Q1 2023 | $1,124,240 | +9.3% | 17,596 | +0.0% | 0.20% | +9.7% |
| Q4 2022 | $1,028,898 | +72.1% | 17,588 | +70.1% | 0.18% | +46.8% |
| Q3 2022 | $598,000 | +42.0% | 10,340 | +48.4% | 0.13% | +44.8% |
| Q2 2022 | $421,000 | -20.9% | 6,968 | 0.0% | 0.09% | -4.4% |
| Q1 2022 | $532,000 | -8.7% | 6,968 | 0.0% | 0.09% | -11.7% |
| Q4 2021 | $583,000 | +14.5% | 6,968 | +1.1% | 0.10% | +25.6% |
| Q3 2021 | $509,000 | +1.6% | 6,892 | 0.0% | 0.08% | +3.8% |
| Q2 2021 | $501,000 | +24.3% | 6,892 | +15.6% | 0.08% | +11.3% |
| Q1 2021 | $403,000 | +5.8% | 5,964 | 0.0% | 0.07% | +20.3% |
| Q4 2020 | $381,000 | +5.8% | 5,964 | +283.3% | 0.06% | -15.7% |
| Q3 2020 | $360,000 | +16.5% | 1,556 | +4.4% | 0.07% | +11.1% |
| Q2 2020 | $309,000 | +25.6% | 1,491 | 0.0% | 0.06% | +1.6% |
| Q1 2020 | $246,000 | -1.6% | 1,491 | +15.5% | 0.06% | +14.8% |
| Q4 2019 | $250,000 | +7.8% | 1,291 | 0.0% | 0.05% | +10.2% |
| Q3 2019 | $232,000 | +673.3% | 1,291 | +646.2% | 0.05% | +512.5% |
| Q1 2019 | $30,000 | +15.4% | 173 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $26,000 | -16.1% | 173 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $31,000 | -81.1% | 173 | -82.9% | 0.01% | -81.8% |
| Q2 2018 | $164,000 | +5.1% | 1,009 | 0.0% | 0.04% | +2.3% |
| Q1 2018 | $156,000 | +21.9% | 1,009 | +20.7% | 0.04% | +26.5% |
| Q4 2017 | $128,000 | +6.7% | 836 | 0.0% | 0.03% | +3.0% |
| Q3 2017 | $120,000 | +5.3% | 836 | 0.0% | 0.03% | +3.1% |
| Q2 2017 | $114,000 | +3.6% | 836 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $110,000 | +7.8% | 836 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $102,000 | 0.0% | 836 | 0.0% | 0.03% | -8.6% |
| Q3 2016 | $102,000 | – | 836 | – | 0.04% | – |
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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% |