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 | $445,756 | +17.1% | 6,515 | +20.6% | 0.28% | +21.4% |
| Q2 2023 | $380,592 | +8.5% | 5,400 | 0.0% | 0.23% | +2.2% |
| Q1 2023 | $350,676 | +11.0% | 5,400 | 0.0% | 0.22% | +7.7% |
| Q4 2022 | $315,900 | -3.1% | 5,400 | 0.0% | 0.21% | -3.7% |
| Q3 2022 | $326,000 | 0.0% | 5,400 | 0.0% | 0.22% | +1.9% |
| Q2 2022 | $326,000 | -20.9% | 5,400 | 0.0% | 0.21% | -7.4% |
| Q1 2022 | $412,000 | -8.8% | 5,400 | 0.0% | 0.23% | -5.4% |
| Q4 2021 | $452,000 | +13.3% | 5,400 | 0.0% | 0.24% | +2.5% |
| Q3 2021 | $399,000 | +1.5% | 5,400 | 0.0% | 0.24% | +2.6% |
| Q2 2021 | $393,000 | +11.6% | 5,400 | 0.0% | 0.23% | +19.8% |
| Q1 2021 | $352,000 | +2.0% | 5,400 | 0.0% | 0.19% | -6.8% |
| Q4 2020 | $345,000 | +10.6% | 5,400 | +300.0% | 0.21% | -1.9% |
| Q3 2020 | $312,000 | +1.6% | 1,350 | 0.0% | 0.21% | -12.1% |
| Q2 2020 | $307,000 | +37.7% | 1,350 | 0.0% | 0.24% | +15.5% |
| Q1 2020 | $223,000 | -7.9% | 1,350 | +8.0% | 0.21% | +6.7% |
| Q4 2019 | $242,000 | +7.6% | 1,250 | 0.0% | 0.19% | -1.0% |
| Q3 2019 | $225,000 | +0.4% | 1,250 | 0.0% | 0.20% | 0.0% |
| Q2 2019 | $224,000 | +4.2% | 1,250 | 0.0% | 0.20% | +2.6% |
| Q1 2019 | $215,000 | -2.7% | 1,250 | 0.0% | 0.19% | +3.8% |
| Q3 2018 | $221,000 | +8.9% | 1,250 | 0.0% | 0.18% | +1.7% |
| Q2 2018 | $203,000 | -26.4% | 1,250 | -35.1% | 0.18% | -28.7% |
| Q3 2017 | $276,000 | +4.9% | 1,925 | 0.0% | 0.25% | +5.0% |
| Q2 2017 | $263,000 | +23.5% | 1,925 | +18.8% | 0.24% | +21.6% |
| Q1 2017 | $213,000 | -23.4% | 1,620 | -28.9% | 0.20% | -22.9% |
| Q4 2016 | $278,000 | +0.4% | 2,280 | 0.0% | 0.26% | +3.6% |
| Q3 2016 | $277,000 | +4.1% | 2,280 | 0.0% | 0.25% | +5.1% |
| Q2 2016 | $266,000 | – | 2,280 | – | 0.24% | – |
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% |