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 | $1,809,689 | -2.9% | 26,450 | 0.0% | 0.17% | -1.2% |
| Q2 2023 | $1,864,175 | +21.7% | 26,450 | +10.3% | 0.17% | +30.2% |
| Q1 2023 | $1,532,323 | +7.4% | 23,984 | -1.7% | 0.13% | -5.1% |
| Q4 2022 | $1,427,118 | +144.4% | 24,395 | +141.7% | 0.14% | +94.3% |
| Q3 2022 | $584,000 | -4.1% | 10,095 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $609,000 | +8.2% | 10,095 | +37.0% | 0.07% | +22.4% |
| Q1 2022 | $563,000 | -14.0% | 7,368 | -5.8% | 0.06% | -12.1% |
| Q4 2021 | $655,000 | +65.0% | 7,823 | +45.8% | 0.07% | +65.0% |
| Q3 2021 | $397,000 | +48.1% | 5,367 | +45.4% | 0.04% | +48.1% |
| Q2 2021 | $268,000 | +20.2% | 3,690 | +7.7% | 0.03% | +12.5% |
| Q1 2021 | $223,000 | +2.3% | 3,425 | +0.2% | 0.02% | -7.7% |
| Q4 2020 | $218,000 | -2.2% | 3,419 | +176.2% | 0.03% | -35.0% |
| Q3 2019 | $223,000 | -7.9% | 1,238 | -8.4% | 0.04% | -13.0% |
| Q2 2019 | $242,000 | +8.0% | 1,351 | +4.1% | 0.05% | -2.1% |
| Q1 2019 | $224,000 | +11.4% | 1,298 | -2.7% | 0.05% | -14.5% |
| Q4 2018 | $201,000 | -13.0% | 1,334 | +2.2% | 0.06% | +5.8% |
| Q3 2018 | $231,000 | +24.2% | 1,305 | +8.6% | 0.05% | +18.2% |
| Q1 2018 | $186,000 | +106.7% | 1,202 | +103.7% | 0.04% | +100.0% |
| Q4 2017 | $90,000 | -4.3% | 590 | -10.3% | 0.02% | -8.3% |
| Q3 2017 | $94,000 | -50.3% | 658 | -52.3% | 0.02% | -54.7% |
| Q2 2017 | $189,000 | +9.2% | 1,380 | -3.1% | 0.05% | -1.9% |
| Q1 2017 | $173,000 | 0.0% | 1,424 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $173,000 | +0.6% | 1,424 | +0.9% | 0.05% | -1.8% |
| Q3 2016 | $172,000 | +93.3% | 1,411 | +85.2% | 0.06% | +77.4% |
| Q2 2016 | $89,000 | +4.7% | 762 | +3.8% | 0.03% | -11.4% |
| Q1 2016 | $85,000 | +372.2% | 734 | +329.2% | 0.04% | +288.9% |
| Q3 2015 | $18,000 | – | 171 | – | 0.01% | – |
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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% |