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 | $2,728 | -3.8% | 39,877 | -0.9% | 2.07% | -1.3% |
| Q2 2023 | $2,835 | +10.3% | 40,235 | -0.0% | 2.09% | +5.0% |
| Q1 2023 | $2,571 | +9.6% | 40,251 | 0.0% | 1.99% | +1.9% |
| Q4 2022 | $2,345 | -99.9% | 40,251 | -3.7% | 1.96% | -6.5% |
| Q3 2022 | $2,419,000 | -5.6% | 41,813 | -1.5% | 2.09% | +0.6% |
| Q2 2022 | $2,563,000 | -20.1% | 42,464 | +1.2% | 2.08% | -9.7% |
| Q1 2022 | $3,208,000 | -10.8% | 41,964 | -2.0% | 2.30% | -4.4% |
| Q4 2021 | $3,595,000 | +7.9% | 42,821 | -5.1% | 2.41% | +2.4% |
| Q3 2021 | $3,333,000 | -1.7% | 45,101 | -3.3% | 2.35% | +3.2% |
| Q2 2021 | $3,392,000 | +11.1% | 46,646 | -0.5% | 2.28% | +4.6% |
| Q1 2021 | $3,053,000 | -19.0% | 46,901 | -20.7% | 2.18% | -20.5% |
| Q4 2020 | $3,771,000 | +7.3% | 59,178 | +290.6% | 2.74% | -5.5% |
| Q3 2020 | $3,516,000 | +11.8% | 15,150 | -0.6% | 2.90% | +6.0% |
| Q2 2020 | $3,146,000 | +22.0% | 15,246 | -2.4% | 2.74% | +14.6% |
| Q1 2020 | $2,578,000 | -18.1% | 15,625 | -3.9% | 2.39% | +6.4% |
| Q4 2019 | $3,148,000 | +7.2% | 16,258 | -0.3% | 2.25% | +2.1% |
| Q3 2019 | $2,936,000 | +0.1% | 16,310 | -0.3% | 2.20% | +0.9% |
| Q2 2019 | $2,933,000 | +5.1% | 16,365 | +1.1% | 2.18% | +4.0% |
| Q1 2019 | $2,790,000 | +14.4% | 16,190 | 0.0% | 2.10% | +2.9% |
| Q4 2018 | $2,439,000 | -15.9% | 16,190 | -1.1% | 2.04% | -2.3% |
| Q3 2018 | $2,899,000 | +8.4% | 16,363 | -0.5% | 2.08% | +15.0% |
| Q2 2018 | $2,675,000 | +3.2% | 16,448 | -1.6% | 1.81% | +4.3% |
| Q1 2018 | $2,591,000 | +1.5% | 16,710 | 0.0% | 1.74% | -2.6% |
| Q4 2017 | $2,552,000 | +5.8% | 16,710 | -0.7% | 1.78% | -1.0% |
| Q3 2017 | $2,412,000 | +4.1% | 16,822 | -0.7% | 1.80% | -1.2% |
| Q2 2017 | $2,317,000 | +1.3% | 16,936 | -2.6% | 1.82% | -5.0% |
| Q1 2017 | $2,287,000 | +7.5% | 17,391 | -0.5% | 1.92% | -0.3% |
| Q4 2016 | $2,127,000 | -2.0% | 17,470 | -2.1% | 1.93% | -3.7% |
| Q3 2016 | $2,171,000 | +3.9% | 17,844 | -0.5% | 2.00% | -0.6% |
| Q2 2016 | $2,089,000 | -0.4% | 17,925 | -1.0% | 2.01% | -4.3% |
| Q1 2016 | $2,097,000 | +0.0% | 18,098 | 0.0% | 2.10% | -7.6% |
| Q4 2015 | $2,096,000 | – | 18,098 | – | 2.28% | – |
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% |