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 | $485,048 | -2.6% | 7,089 | +0.3% | 0.23% | +1.3% |
| Q2 2023 | $498,060 | +10.5% | 7,067 | +0.2% | 0.23% | +9.0% |
| Q1 2023 | $450,536 | +12.2% | 7,052 | +2.8% | 0.21% | +9.3% |
| Q4 2022 | $401,370 | +1.4% | 6,861 | +0.2% | 0.19% | -6.3% |
| Q3 2022 | $396,000 | -3.9% | 6,846 | +0.3% | 0.21% | +1.5% |
| Q2 2022 | $412,000 | -20.9% | 6,828 | +0.2% | 0.20% | -6.8% |
| Q1 2022 | $521,000 | -8.4% | 6,816 | +0.2% | 0.22% | -24.5% |
| Q4 2021 | $569,000 | +13.3% | 6,805 | +0.1% | 0.29% | +29.5% |
| Q3 2021 | $502,000 | +1.6% | 6,797 | +0.1% | 0.22% | +3.2% |
| Q2 2021 | $494,000 | +12.0% | 6,787 | +0.1% | 0.22% | +6.9% |
| Q1 2021 | $441,000 | +2.1% | 6,779 | +0.1% | 0.20% | -7.7% |
| Q4 2020 | $432,000 | +10.8% | 6,769 | +301.0% | 0.22% | -6.4% |
| Q3 2020 | $390,000 | +11.7% | 1,688 | +0.2% | 0.24% | +5.9% |
| Q2 2020 | $349,000 | +26.0% | 1,684 | +0.2% | 0.22% | +8.8% |
| Q1 2020 | $277,000 | -14.5% | 1,681 | +0.4% | 0.20% | +16.6% |
| Q4 2019 | $324,000 | +8.0% | 1,675 | +0.6% | 0.18% | +2.9% |
| Q3 2019 | $300,000 | +1.0% | 1,665 | +0.4% | 0.17% | -1.7% |
| Q2 2019 | $297,000 | +23.2% | 1,659 | +18.5% | 0.17% | +19.3% |
| Q1 2019 | $241,000 | +14.8% | 1,400 | +0.3% | 0.14% | -2.0% |
| Q4 2018 | $210,000 | -14.6% | 1,396 | +0.6% | 0.15% | -3.9% |
| Q3 2018 | $246,000 | +9.3% | 1,387 | +0.3% | 0.15% | -0.6% |
| Q2 2018 | $225,000 | +4.7% | 1,383 | 0.0% | 0.16% | +3.3% |
| Q1 2018 | $215,000 | +1.9% | 1,383 | +0.3% | 0.15% | +4.9% |
| Q4 2017 | $211,000 | +7.7% | 1,379 | +0.7% | 0.14% | +0.7% |
| Q3 2017 | $196,000 | +4.8% | 1,369 | +0.4% | 0.14% | -2.1% |
| Q2 2017 | $187,000 | +4.5% | 1,364 | +0.3% | 0.14% | +0.7% |
| Q1 2017 | $179,000 | +7.8% | 1,360 | 0.0% | 0.14% | +2.1% |
| Q4 2016 | $166,000 | +1.2% | 1,360 | +0.7% | 0.14% | +3.7% |
| Q3 2016 | $164,000 | +4.5% | 1,350 | 0.0% | 0.14% | -1.4% |
| Q2 2016 | $157,000 | +1.3% | 1,350 | +0.8% | 0.14% | -2.8% |
| Q1 2016 | $155,000 | +0.6% | 1,339 | +0.5% | 0.14% | -3.4% |
| Q4 2015 | $154,000 | – | 1,333 | – | 0.15% | – |
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% |