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 | $32,574,115 | -4.8% | 476,091 | -1.9% | 2.22% | -6.5% |
| Q2 2023 | $34,210,819 | +9.5% | 485,398 | -0.7% | 2.38% | +0.8% |
| Q1 2023 | $31,228,892 | +9.2% | 488,792 | +0.0% | 2.36% | -2.6% |
| Q4 2022 | $28,590,481 | +1.0% | 488,726 | -0.1% | 2.42% | -8.1% |
| Q3 2022 | $28,308,000 | -5.0% | 489,327 | -0.9% | 2.64% | +1.3% |
| Q2 2022 | $29,790,000 | -20.9% | 493,616 | +0.1% | 2.60% | -9.5% |
| Q1 2022 | $37,663,000 | -8.7% | 493,098 | -0.0% | 2.88% | -10.1% |
| Q4 2021 | $41,258,000 | +5.1% | 493,100 | -7.2% | 3.20% | -6.4% |
| Q3 2021 | $39,254,000 | -1.8% | 531,102 | -3.3% | 3.42% | -2.7% |
| Q2 2021 | $39,956,000 | -13.6% | 549,381 | -15.7% | 3.52% | -16.6% |
| Q1 2021 | $46,234,000 | +21.7% | 651,864 | +9.5% | 4.22% | +4.6% |
| Q4 2020 | $37,980,000 | +7.6% | 595,110 | +289.7% | 4.03% | +3.5% |
| Q3 2020 | $35,284,000 | +8.1% | 152,693 | -2.9% | 3.89% | -3.9% |
| Q2 2020 | $32,637,000 | +14.1% | 157,294 | -9.2% | 4.05% | -5.2% |
| Q1 2020 | $28,604,000 | -14.9% | 173,302 | -0.2% | 4.27% | +15.4% |
| Q4 2019 | $33,629,000 | +6.3% | 173,669 | -1.1% | 3.70% | -5.1% |
| Q3 2019 | $31,629,000 | +3.5% | 175,686 | +3.1% | 3.90% | +3.4% |
| Q2 2019 | $30,557,000 | +8994.3% | 170,480 | +8638.1% | 3.77% | +3180.0% |
| Q1 2019 | $336,000 | +13.1% | 1,951 | -1.0% | 0.12% | -10.9% |
| Q4 2018 | $297,000 | -18.9% | 1,971 | -4.3% | 0.13% | -20.4% |
| Q3 2018 | $366,000 | +8.6% | 2,060 | 0.0% | 0.16% | +0.6% |
| Q2 2018 | $337,000 | +8.0% | 2,060 | 0.0% | 0.16% | -9.0% |
| Q1 2018 | $312,000 | -4.0% | 2,060 | 0.0% | 0.18% | +1.7% |
| Q4 2017 | $325,000 | +0.6% | 2,060 | -7.3% | 0.17% | -8.4% |
| Q3 2017 | $323,000 | +3.9% | 2,222 | -1.9% | 0.19% | +0.5% |
| Q2 2017 | $311,000 | +4.7% | 2,264 | 0.0% | 0.19% | +4.4% |
| Q1 2017 | $297,000 | +5.3% | 2,264 | 0.0% | 0.18% | +0.6% |
| Q4 2016 | $282,000 | +6.4% | 2,264 | +3.4% | 0.18% | -5.3% |
| Q3 2016 | $265,000 | – | 2,190 | – | 0.19% | – |
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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% |