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 | $328,621 | -31.3% | 4,803 | -29.3% | 0.26% | +228.8% |
| Q2 2023 | $478,629 | +7.2% | 6,791 | -2.8% | 0.08% | -4.8% |
| Q1 2023 | $446,399 | +9.2% | 6,987 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $408,740 | -68.8% | 6,987 | -69.2% | 0.08% | -67.6% |
| Q3 2022 | $1,311,000 | -5.8% | 22,662 | -1.7% | 0.26% | 0.0% |
| Q2 2022 | $1,391,000 | +175.4% | 23,052 | +248.6% | 0.26% | +223.5% |
| Q1 2022 | $505,000 | +29.2% | 6,612 | +41.5% | 0.08% | +42.1% |
| Q4 2021 | $391,000 | +0.3% | 4,672 | -11.4% | 0.06% | -5.0% |
| Q3 2021 | $390,000 | -8.7% | 5,274 | -10.2% | 0.06% | -11.8% |
| Q2 2021 | $427,000 | +13.6% | 5,875 | +1.9% | 0.07% | -1.4% |
| Q1 2021 | $376,000 | -63.3% | 5,767 | -64.1% | 0.07% | -67.5% |
| Q4 2020 | $1,025,000 | -35.1% | 16,071 | +135.3% | 0.21% | -80.6% |
| Q3 2020 | $1,579,000 | -7.1% | 6,831 | -16.6% | 1.09% | +147.8% |
| Q2 2020 | $1,700,000 | +520.4% | 8,192 | +392.9% | 0.44% | +412.8% |
| Q1 2020 | $274,000 | +9033.3% | 1,662 | +7814.3% | 0.09% | +8500.0% |
| Q2 2017 | $3,000 | -99.2% | 21 | -99.3% | 0.00% | -99.6% |
| Q4 2016 | $383,000 | -1.0% | 3,140 | -1.2% | 0.28% | -10.2% |
| Q3 2016 | $387,000 | +13.2% | 3,178 | +8.5% | 0.31% | +11.8% |
| Q2 2016 | $342,000 | +0.3% | 2,930 | 0.0% | 0.28% | +2.6% |
| Q1 2016 | $341,000 | – | 2,930 | – | 0.27% | – |
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% |