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 | $7,509,046 | +0.8% | 109,749 | +3.8% | 0.29% | +3.5% |
| Q2 2023 | $7,448,672 | -22.2% | 105,685 | -29.5% | 0.28% | -28.0% |
| Q1 2023 | $9,578,063 | +67.5% | 149,915 | +53.4% | 0.39% | +53.5% |
| Q4 2022 | $5,718,338 | +8.1% | 97,749 | +6.9% | 0.26% | -5.9% |
| Q3 2022 | $5,290,000 | -4.2% | 91,441 | -0.1% | 0.27% | -25.7% |
| Q2 2022 | $5,522,000 | -28.9% | 91,507 | -10.0% | 0.37% | -15.9% |
| Q1 2022 | $7,766,000 | -53.7% | 101,678 | -49.3% | 0.44% | -51.0% |
| Q4 2021 | $16,784,000 | +123.2% | 200,597 | +97.1% | 0.89% | +99.6% |
| Q3 2021 | $7,521,000 | +3.7% | 101,761 | +2.0% | 0.44% | +3.5% |
| Q2 2021 | $7,255,000 | +14.2% | 99,751 | +2.3% | 0.43% | -0.9% |
| Q1 2021 | $6,351,000 | -42.4% | 97,547 | -43.5% | 0.43% | -46.9% |
| Q4 2020 | $11,017,000 | -2.3% | 172,620 | +253.9% | 0.82% | -16.3% |
| Q3 2020 | $11,272,000 | -7.0% | 48,778 | -16.5% | 0.98% | -18.0% |
| Q2 2020 | $12,126,000 | +118.8% | 58,441 | +74.0% | 1.19% | +58.5% |
| Q1 2020 | $5,543,000 | -36.6% | 33,582 | -25.6% | 0.75% | -19.1% |
| Q4 2019 | $8,743,000 | +3.3% | 45,153 | -4.0% | 0.93% | -16.8% |
| Q3 2019 | $8,465,000 | +5.3% | 47,021 | +4.8% | 1.12% | +7.1% |
| Q2 2019 | $8,039,000 | +6.7% | 44,853 | +2.6% | 1.04% | -6.5% |
| Q1 2019 | $7,537,000 | +13.3% | 43,726 | -1.0% | 1.12% | -14.9% |
| Q4 2018 | $6,653,000 | -29.4% | 44,154 | -17.0% | 1.31% | -8.3% |
| Q3 2018 | $9,421,000 | +26.7% | 53,173 | +16.3% | 1.43% | -15.7% |
| Q2 2018 | $7,438,000 | +26.4% | 45,740 | +20.5% | 1.70% | +13.7% |
| Q1 2018 | $5,884,000 | +7.9% | 37,947 | +6.3% | 1.49% | -27.6% |
| Q4 2017 | $5,452,000 | – | 35,686 | – | 2.06% | – |
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% |