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 | $373 | -2.6% | 5,436 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $383 | +10.4% | 5,436 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $347 | -99.9% | 5,436 | -4.4% | 0.06% | -1.7% |
| Q4 2022 | $332,631 | +1.1% | 5,686 | 0.0% | 0.06% | -3.2% |
| Q3 2022 | $329,000 | -5.7% | 5,686 | -1.7% | 0.06% | +6.9% |
| Q2 2022 | $349,000 | -21.0% | 5,786 | 0.0% | 0.06% | -6.5% |
| Q1 2022 | $442,000 | -8.7% | 5,786 | 0.0% | 0.06% | -4.6% |
| Q4 2021 | $484,000 | +13.1% | 5,786 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $428,000 | -18.9% | 5,786 | -20.3% | 0.06% | -19.0% |
| Q2 2021 | $528,000 | +6.5% | 7,256 | -4.7% | 0.08% | -3.7% |
| Q1 2021 | $496,000 | +2.1% | 7,616 | 0.0% | 0.08% | -5.7% |
| Q4 2020 | $486,000 | +31.4% | 7,616 | +376.0% | 0.09% | +10.1% |
| Q3 2020 | $370,000 | +11.4% | 1,600 | 0.0% | 0.08% | +3.9% |
| Q2 2020 | $332,000 | +25.8% | 1,600 | 0.0% | 0.08% | +8.6% |
| Q1 2020 | $264,000 | -14.8% | 1,600 | 0.0% | 0.07% | +6.1% |
| Q4 2019 | $310,000 | +7.6% | 1,600 | 0.0% | 0.07% | -1.5% |
| Q3 2019 | $288,000 | +17.1% | 1,600 | +16.4% | 0.07% | +11.7% |
| Q2 2019 | $246,000 | +3.8% | 1,375 | 0.0% | 0.06% | -11.8% |
| Q1 2019 | $237,000 | +4.9% | 1,375 | -8.3% | 0.07% | -8.1% |
| Q4 2018 | $226,000 | -15.0% | 1,500 | 0.0% | 0.07% | -5.1% |
| Q3 2018 | $266,000 | +8.6% | 1,500 | 0.0% | 0.08% | +1.3% |
| Q2 2018 | $245,000 | +5.2% | 1,500 | 0.0% | 0.08% | +1.3% |
| Q1 2018 | $233,000 | -4.5% | 1,500 | -6.2% | 0.08% | -8.4% |
| Q4 2017 | $244,000 | +6.6% | 1,600 | 0.0% | 0.08% | -2.4% |
| Q3 2017 | $229,000 | +2.2% | 1,600 | -2.4% | 0.08% | -4.5% |
| Q2 2017 | $224,000 | -0.9% | 1,640 | -4.4% | 0.09% | -3.3% |
| Q1 2017 | $226,000 | +8.1% | 1,715 | 0.0% | 0.09% | -6.1% |
| Q4 2016 | $209,000 | – | 1,715 | – | 0.10% | – |
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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% |