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 | $4,003,724 | -6.2% | 58,517 | -3.4% | 0.39% | -7.1% |
| Q2 2023 | $4,269,950 | +11.2% | 60,584 | +0.8% | 0.42% | -6.8% |
| Q1 2023 | $3,838,849 | +19.3% | 60,085 | +9.3% | 0.45% | +18.6% |
| Q4 2022 | $3,217,306 | -41.5% | 54,997 | -42.2% | 0.38% | -46.4% |
| Q3 2022 | $5,502,000 | -5.1% | 95,105 | -1.0% | 0.71% | +1.6% |
| Q2 2022 | $5,795,000 | -9.7% | 96,022 | +14.3% | 0.70% | +0.4% |
| Q1 2022 | $6,417,000 | +20.2% | 84,010 | +31.7% | 0.70% | +10.6% |
| Q4 2021 | $5,338,000 | +16.0% | 63,795 | +2.5% | 0.63% | +8.8% |
| Q3 2021 | $4,600,000 | +9.4% | 62,234 | +7.7% | 0.58% | +10.0% |
| Q2 2021 | $4,204,000 | +15.6% | 57,801 | +3.4% | 0.53% | +2.7% |
| Q1 2021 | $3,638,000 | +28.7% | 55,879 | +26.1% | 0.51% | +22.4% |
| Q4 2020 | $2,827,000 | +76.7% | 44,297 | +539.7% | 0.42% | +39.5% |
| Q3 2020 | $1,600,000 | -23.6% | 6,925 | -31.4% | 0.30% | -29.0% |
| Q2 2020 | $2,094,000 | +69.1% | 10,091 | +34.5% | 0.42% | +40.4% |
| Q1 2020 | $1,238,000 | -12.5% | 7,500 | +2.6% | 0.30% | -20.3% |
| Q4 2019 | $1,415,000 | -0.2% | 7,307 | -7.2% | 0.38% | -4.1% |
| Q3 2019 | $1,418,000 | +3.1% | 7,876 | +4.6% | 0.40% | -5.5% |
| Q2 2019 | $1,376,000 | +13.3% | 7,532 | +6.8% | 0.42% | -7.7% |
| Q1 2019 | $1,215,000 | +17.7% | 7,050 | +2.9% | 0.45% | +2.7% |
| Q4 2018 | $1,032,000 | -13.5% | 6,850 | +1.7% | 0.44% | -21.1% |
| Q3 2018 | $1,193,000 | +14.5% | 6,734 | +5.1% | 0.56% | +7.3% |
| Q2 2018 | $1,042,000 | +11.2% | 6,410 | +6.1% | 0.52% | -0.4% |
| Q1 2018 | $937,000 | +3.5% | 6,042 | +1.9% | 0.52% | -1.5% |
| Q4 2017 | $905,000 | +8.8% | 5,927 | +2.2% | 0.53% | +3.9% |
| Q3 2017 | $832,000 | +2.8% | 5,800 | -1.9% | 0.51% | -4.1% |
| Q2 2017 | $809,000 | +5.9% | 5,914 | +1.8% | 0.53% | -4.8% |
| Q1 2017 | $764,000 | +18.1% | 5,807 | +9.2% | 0.56% | -0.2% |
| Q4 2016 | $647,000 | – | 5,316 | – | 0.56% | – |
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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% |