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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,887,128 | +0.4% | 66,447 | -0.7% | 0.99% | -1.2% |
| Q3 2022 | $3,872,000 | -4.2% | 66,936 | 0.0% | 1.00% | -5.5% |
| Q2 2022 | $4,040,000 | -19.7% | 66,936 | +1.6% | 1.06% | -4.3% |
| Q1 2022 | $5,031,000 | -8.7% | 65,871 | +0.0% | 1.10% | -10.6% |
| Q4 2021 | $5,511,000 | +13.2% | 65,867 | +0.0% | 1.24% | +0.8% |
| Q3 2021 | $4,868,000 | +1.9% | 65,862 | +0.3% | 1.22% | -1.8% |
| Q2 2021 | $4,776,000 | +11.7% | 65,672 | +0.0% | 1.25% | -1.3% |
| Q1 2021 | $4,276,000 | +0.6% | 65,666 | -1.4% | 1.26% | -11.2% |
| Q4 2020 | $4,250,000 | +13.2% | 66,586 | +309.8% | 1.42% | -9.8% |
| Q3 2020 | $3,754,000 | +11.4% | 16,247 | +0.1% | 1.58% | +2.4% |
| Q2 2020 | $3,369,000 | +26.8% | 16,238 | +0.9% | 1.54% | -5.8% |
| Q1 2020 | $2,656,000 | -15.2% | 16,095 | -0.5% | 1.63% | +13.8% |
| Q4 2019 | $3,133,000 | +57.7% | 16,180 | +46.6% | 1.44% | +43.5% |
| Q3 2019 | $1,987,000 | +16.7% | 11,037 | +16.2% | 1.00% | +32.2% |
| Q2 2019 | $1,703,000 | +3.3% | 9,499 | -0.7% | 0.76% | -0.4% |
| Q1 2019 | $1,649,000 | +11.1% | 9,569 | -2.8% | 0.76% | -3.3% |
| Q4 2018 | $1,484,000 | -15.5% | 9,849 | -0.3% | 0.79% | -2.2% |
| Q3 2018 | $1,756,000 | +8.7% | 9,883 | -0.5% | 0.80% | +13.6% |
| Q2 2018 | $1,615,000 | +3.9% | 9,934 | 0.0% | 0.71% | -1.0% |
| Q1 2018 | $1,554,000 | -0.1% | 9,934 | -2.0% | 0.72% | -4.8% |
| Q4 2017 | $1,555,000 | +7.1% | 10,139 | +0.1% | 0.75% | -0.3% |
| Q3 2017 | $1,452,000 | +6.7% | 10,127 | +1.6% | 0.75% | +4.1% |
| Q2 2017 | $1,361,000 | +1.3% | 9,965 | +0.1% | 0.72% | +2.8% |
| Q1 2017 | $1,343,000 | +11.9% | 9,956 | +1.0% | 0.70% | -0.7% |
| Q4 2016 | $1,200,000 | – | 9,853 | – | 0.71% | – |
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% |