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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $355,617 | +10.3% | 5,046 | 0.0% | 0.04% | +9.1% |
| Q1 2023 | $322,366 | -23.6% | 5,046 | -30.0% | 0.03% | -28.3% |
| Q4 2022 | $421,939 | +24.5% | 7,213 | +23.0% | 0.05% | +12.2% |
| Q3 2022 | $339,000 | -4.2% | 5,866 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $354,000 | -21.0% | 5,866 | 0.0% | 0.04% | -14.6% |
| Q1 2022 | $448,000 | -34.7% | 5,866 | -28.4% | 0.05% | -33.3% |
| Q4 2021 | $686,000 | +31.2% | 8,194 | +15.9% | 0.07% | +22.0% |
| Q3 2021 | $523,000 | -0.9% | 7,070 | -2.6% | 0.06% | -6.3% |
| Q2 2021 | $528,000 | +13.1% | 7,260 | +1.1% | 0.06% | +5.0% |
| Q1 2021 | $467,000 | +2.0% | 7,180 | 0.0% | 0.06% | -6.2% |
| Q4 2020 | $458,000 | +10.1% | 7,180 | +298.9% | 0.06% | -3.0% |
| Q3 2020 | $416,000 | +11.5% | 1,800 | +0.1% | 0.07% | +3.1% |
| Q2 2020 | $373,000 | +153.7% | 1,798 | +102.0% | 0.06% | +113.3% |
| Q1 2020 | $147,000 | -14.5% | 890 | 0.0% | 0.03% | -3.2% |
| Q4 2019 | $172,000 | +117.7% | 890 | +101.8% | 0.03% | +93.8% |
| Q3 2019 | $79,000 | 0.0% | 441 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $79,000 | -23.3% | 441 | -26.3% | 0.02% | -23.8% |
| Q1 2019 | $103,000 | +14.4% | 598 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $90,000 | -15.1% | 598 | +0.2% | 0.02% | -8.7% |
| Q3 2018 | $106,000 | +1.0% | 597 | -7.7% | 0.02% | 0.0% |
| Q2 2018 | $105,000 | – | 647 | – | 0.02% | – |
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% |