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 | $20,937 | -2.9% | 306 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $21,567 | +10.3% | 306 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,550 | +9.2% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $17,901 | -0.6% | 306 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | 0.0% | 306 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $18,000 | -21.7% | 306 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $23,000 | -11.5% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +4.0% | 306 | -8.4% | 0.01% | 0.0% |
| Q3 2021 | $25,000 | -13.8% | 334 | -16.5% | 0.01% | -22.2% |
| Q2 2021 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | 0.0% | 400 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $26,000 | +13.0% | 400 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +9.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +23.5% | 100 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $17,000 | -10.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $18,000 | +5.9% | 100 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $17,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 100 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $15,000 | -57.1% | 100 | -49.7% | 0.01% | -50.0% |
| Q3 2018 | $35,000 | +66.7% | 199 | +50.8% | 0.02% | +53.8% |
| Q2 2018 | $21,000 | +5.0% | 132 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $20,000 | 0.0% | 132 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | – | 132 | – | 0.01% | – |
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% |