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 | $14,417,882 | -0.4% | 210,082 | +2.3% | 1.52% | +16.9% |
| Q2 2023 | $14,479,654 | +10.5% | 205,443 | +0.2% | 1.30% | +5.3% |
| Q1 2023 | $13,100,284 | +6.8% | 205,044 | -2.2% | 1.24% | -10.2% |
| Q4 2022 | $12,269,459 | -6.5% | 209,734 | -7.6% | 1.38% | -19.4% |
| Q3 2022 | $13,127,000 | -9.6% | 226,921 | -5.7% | 1.71% | -21.0% |
| Q2 2022 | $14,518,000 | -19.8% | 240,563 | +1.5% | 2.16% | +6.4% |
| Q1 2022 | $18,104,000 | -8.6% | 237,029 | +0.1% | 2.03% | -1.9% |
| Q4 2021 | $19,818,000 | +13.9% | 236,855 | +0.6% | 2.07% | +3.8% |
| Q3 2021 | $17,403,000 | +2.2% | 235,459 | +0.6% | 2.00% | -4.0% |
| Q2 2021 | $17,027,000 | +12.2% | 234,108 | +0.5% | 2.08% | -31.7% |
| Q1 2021 | $15,170,000 | -1.4% | 232,997 | -3.3% | 3.04% | -5.4% |
| Q4 2020 | $15,384,000 | -0.4% | 241,048 | +260.6% | 3.22% | +29.1% |
| Q3 2020 | $15,448,000 | +9.9% | 66,851 | -1.4% | 2.49% | +3.4% |
| Q2 2020 | $14,062,000 | +14.9% | 67,770 | -8.6% | 2.41% | -7.7% |
| Q1 2020 | $12,240,000 | -13.2% | 74,159 | +1.9% | 2.61% | +16.8% |
| Q4 2019 | $14,095,000 | +11.2% | 72,791 | +3.4% | 2.24% | -0.6% |
| Q3 2019 | $12,670,000 | +0.3% | 70,375 | -0.1% | 2.25% | +21.2% |
| Q2 2019 | $12,629,000 | +11.3% | 70,458 | +7.1% | 1.86% | -11.9% |
| Q1 2019 | $11,342,000 | +20.1% | 65,806 | +5.0% | 2.11% | +8.5% |
| Q4 2018 | $9,441,000 | -14.3% | 62,663 | +0.8% | 1.94% | +1.7% |
| Q3 2018 | $11,011,000 | +15.6% | 62,148 | +6.1% | 1.91% | +10.8% |
| Q2 2018 | $9,529,000 | +4.7% | 58,601 | -0.2% | 1.72% | -0.3% |
| Q1 2018 | $9,104,000 | +2.7% | 58,708 | +1.2% | 1.73% | +5.9% |
| Q4 2017 | $8,861,000 | +6.7% | 58,000 | +0.1% | 1.63% | -43.7% |
| Q3 2017 | $8,306,000 | +21.9% | 57,914 | +11.8% | 2.90% | +13.8% |
| Q1 2017 | $6,811,000 | +15.5% | 51,787 | +7.0% | 2.55% | +8.9% |
| Q4 2016 | $5,896,000 | +9.6% | 48,413 | +9.5% | 2.34% | +1.2% |
| Q3 2016 | $5,380,000 | +12.2% | 44,225 | +7.5% | 2.31% | +14.7% |
| Q2 2016 | $4,794,000 | – | 41,125 | – | 2.02% | – |
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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% |