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 | $845,514 | +74.1% | 12,358 | +79.4% | 0.08% | +105.4% |
| Q2 2023 | $485,537 | +6.0% | 6,889 | -3.9% | 0.04% | -2.6% |
| Q1 2023 | $458,027 | +12.9% | 7,169 | +3.4% | 0.04% | -5.0% |
| Q4 2022 | $405,581 | -8.4% | 6,933 | -9.5% | 0.04% | -21.6% |
| Q3 2022 | $443,000 | -35.4% | 7,660 | -6.6% | 0.05% | -25.0% |
| Q4 2021 | $686,000 | +5.7% | 8,201 | -6.6% | 0.07% | -5.6% |
| Q3 2021 | $649,000 | -1.4% | 8,781 | -2.9% | 0.07% | -4.0% |
| Q2 2021 | $658,000 | -28.3% | 9,042 | -35.8% | 0.08% | -36.4% |
| Q1 2021 | $918,000 | -17.1% | 14,094 | -18.7% | 0.12% | -36.9% |
| Q4 2020 | $1,107,000 | -3.3% | 17,343 | +254.8% | 0.19% | -15.0% |
| Q3 2020 | $1,145,000 | +2.4% | 4,888 | -5.1% | 0.22% | -12.7% |
| Q2 2020 | $1,118,000 | +15.1% | 5,153 | -3.4% | 0.25% | -3.4% |
| Q1 2020 | $971,000 | -26.3% | 5,334 | -20.3% | 0.26% | -19.2% |
| Q4 2019 | $1,318,000 | +17.7% | 6,692 | +5.9% | 0.32% | +4.5% |
| Q3 2019 | $1,120,000 | -4.8% | 6,318 | -0.6% | 0.31% | -3.4% |
| Q2 2019 | $1,177,000 | -1.2% | 6,358 | -4.3% | 0.32% | -11.8% |
| Q1 2019 | $1,191,000 | +11.2% | 6,646 | +2.3% | 0.36% | +8.0% |
| Q4 2018 | $1,071,000 | -12.4% | 6,495 | -12.2% | 0.34% | -64.6% |
| Q3 2018 | $1,223,000 | +1.2% | 7,401 | -0.5% | 0.95% | -11.1% |
| Q2 2018 | $1,209,000 | +2.8% | 7,436 | -1.9% | 1.07% | -4.2% |
| Q1 2018 | $1,176,000 | +2.2% | 7,583 | +0.7% | 1.11% | -7.6% |
| Q4 2017 | $1,151,000 | – | 7,533 | – | 1.21% | – |
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% |