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 | $1,359,619 | -3.5% | 19,873 | -0.6% | 0.13% | +1.6% |
| Q2 2023 | $1,408,611 | +25.9% | 19,986 | +14.1% | 0.13% | +14.5% |
| Q1 2023 | $1,119,195 | -1.8% | 17,518 | -11.1% | 0.11% | -13.4% |
| Q3 2022 | $1,140,000 | -1.4% | 19,708 | +2.9% | 0.13% | -0.8% |
| Q2 2022 | $1,156,000 | -23.8% | 19,154 | -3.6% | 0.13% | -13.5% |
| Q1 2022 | $1,518,000 | -7.8% | 19,876 | +0.8% | 0.15% | -5.7% |
| Q4 2021 | $1,646,000 | +27.7% | 19,721 | +13.1% | 0.16% | +14.6% |
| Q3 2021 | $1,289,000 | +4.4% | 17,440 | +2.7% | 0.14% | +5.4% |
| Q2 2021 | $1,235,000 | +24.4% | 16,981 | +11.3% | 0.13% | +11.1% |
| Q1 2021 | $993,000 | -1.5% | 15,256 | -3.4% | 0.12% | -7.9% |
| Q4 2020 | $1,008,000 | +18.9% | 15,796 | +330.6% | 0.13% | +0.8% |
| Q3 2020 | $848,000 | +9.8% | 3,668 | -1.4% | 0.13% | +0.8% |
| Q2 2020 | $772,000 | +22.7% | 3,719 | -2.4% | 0.12% | +3.3% |
| Q1 2020 | $629,000 | -35.5% | 3,811 | -24.3% | 0.12% | -23.4% |
| Q4 2019 | $975,000 | -13.5% | 5,033 | -19.6% | 0.16% | -20.6% |
| Q3 2019 | $1,127,000 | -18.9% | 6,261 | -19.3% | 0.20% | -20.1% |
| Q2 2019 | $1,389,000 | -48.1% | 7,761 | -28.6% | 0.25% | -23.4% |
| Q1 2019 | $2,675,000 | +11.0% | 10,875 | -31.9% | 0.32% | -36.9% |
| Q4 2018 | $2,410,000 | -74.4% | 15,974 | -98.8% | 0.52% | +336.4% |
| Q3 2018 | $9,405,000 | -14.5% | 1,366,303 | -24.1% | 0.12% | -4.8% |
| Q2 2018 | $10,998,000 | +697.5% | 1,799,052 | +19626.4% | 0.12% | -52.9% |
| Q1 2018 | $1,379,000 | +144.9% | 9,120 | +156.4% | 0.26% | +148.1% |
| Q4 2017 | $563,000 | -58.8% | 3,557 | -62.2% | 0.11% | -62.5% |
| Q3 2017 | $1,365,000 | +182.6% | 9,405 | +166.9% | 0.28% | +162.0% |
| Q2 2017 | $483,000 | +32.7% | 3,524 | +25.4% | 0.11% | +20.0% |
| Q1 2017 | $364,000 | -95.1% | 2,810 | -92.7% | 0.09% | -98.4% |
| Q1 2016 | $7,485,000 | – | 38,730 | – | 5.68% | – |
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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% |