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 | $1,666,300 | -14.9% | 24,354 | -12.4% | 0.08% | -17.6% |
| Q2 2023 | $1,958,847 | +16.6% | 27,793 | +5.7% | 0.10% | +6.2% |
| Q1 2023 | $1,679,513 | +7.6% | 26,288 | -1.5% | 0.10% | -2.0% |
| Q4 2022 | $1,561,495 | -11.7% | 26,692 | -12.7% | 0.10% | -26.9% |
| Q3 2022 | $1,769,000 | -1.9% | 30,585 | +2.4% | 0.13% | -15.7% |
| Q2 2022 | $1,803,000 | -20.2% | 29,869 | +1.0% | 0.16% | -7.0% |
| Q1 2022 | $2,258,000 | -7.8% | 29,560 | +1.0% | 0.17% | -5.0% |
| Q4 2021 | $2,448,000 | +9.2% | 29,262 | -3.5% | 0.18% | -1.1% |
| Q3 2021 | $2,241,000 | +31.1% | 30,318 | +29.1% | 0.18% | +68.5% |
| Q2 2021 | $1,709,000 | +8.2% | 23,493 | -3.1% | 0.11% | -5.3% |
| Q1 2021 | $1,579,000 | -19.9% | 24,246 | -21.5% | 0.11% | -30.5% |
| Q4 2020 | $1,972,000 | +4.6% | 30,896 | +278.8% | 0.16% | -13.2% |
| Q3 2020 | $1,885,000 | +4.3% | 8,156 | -6.4% | 0.19% | -23.8% |
| Q2 2020 | $1,808,000 | +15.8% | 8,713 | -7.9% | 0.25% | +10.2% |
| Q1 2020 | $1,561,000 | -30.0% | 9,458 | -17.9% | 0.22% | -14.8% |
| Q4 2019 | $2,230,000 | -4.8% | 11,515 | -11.5% | 0.26% | -17.0% |
| Q3 2019 | $2,342,000 | -10.9% | 13,007 | -11.3% | 0.32% | -16.8% |
| Q2 2019 | $2,629,000 | +14.8% | 14,667 | +10.3% | 0.38% | 0.0% |
| Q1 2019 | $2,291,000 | +16.4% | 13,293 | +1.7% | 0.38% | +0.8% |
| Q4 2018 | $1,969,000 | -14.2% | 13,067 | +0.9% | 0.38% | -23.6% |
| Q3 2018 | $2,294,000 | -16.6% | 12,948 | -23.4% | 0.50% | -29.3% |
| Q2 2018 | $2,749,000 | +7.8% | 16,905 | +0.4% | 0.70% | +2.6% |
| Q1 2018 | $2,549,000 | -18.8% | 16,844 | -15.3% | 0.68% | -17.7% |
| Q4 2017 | $3,140,000 | +990.3% | 19,890 | +902.0% | 0.83% | +575.6% |
| Q3 2017 | $288,000 | -73.8% | 1,985 | +48.2% | 0.12% | -76.9% |
| Q2 2017 | $1,098,000 | +109700.0% | 1,339 | +33375.0% | 0.53% | +53100.0% |
| Q1 2017 | $1,000 | -98.2% | 4 | -99.1% | 0.00% | -97.6% |
| Q4 2016 | $56,000 | – | 460 | – | 0.04% | – |
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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% |