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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,097,829 | +9.9% | 100,707 | -0.4% | 0.03% | +8.3% |
| Q1 2023 | $6,458,960 | +9.9% | 101,095 | +0.7% | 0.02% | +4.3% |
| Q4 2022 | $5,874,746 | +0.8% | 100,423 | -0.3% | 0.02% | -8.0% |
| Q3 2022 | $5,827,000 | -4.7% | 100,715 | -0.6% | 0.02% | +4.2% |
| Q2 2022 | $6,114,000 | -19.5% | 101,302 | +1.9% | 0.02% | -7.7% |
| Q1 2022 | $7,595,000 | -10.7% | 99,440 | -2.2% | 0.03% | -7.1% |
| Q4 2021 | $8,506,000 | +13.9% | 101,665 | +0.6% | 0.03% | +7.7% |
| Q3 2021 | $7,469,000 | +1.6% | 101,059 | -0.0% | 0.03% | +4.0% |
| Q2 2021 | $7,351,000 | +10.4% | 101,077 | -1.2% | 0.02% | +4.2% |
| Q1 2021 | $6,659,000 | -0.8% | 102,268 | -2.8% | 0.02% | -4.0% |
| Q4 2020 | $6,716,000 | +14.9% | 105,233 | +316.2% | 0.02% | -3.8% |
| Q3 2020 | $5,843,000 | +14.9% | 25,286 | +3.2% | 0.03% | +8.3% |
| Q2 2020 | $5,084,000 | +15.1% | 24,500 | -8.4% | 0.02% | -4.0% |
| Q1 2020 | $4,416,000 | -13.6% | 26,754 | +1.3% | 0.02% | 0.0% |
| Q4 2019 | $5,112,000 | +13.8% | 26,399 | +5.8% | 0.02% | +8.7% |
| Q3 2019 | $4,492,000 | -5.1% | 24,951 | -5.5% | 0.02% | -11.5% |
| Q2 2019 | $4,733,000 | +12.1% | 26,406 | +7.8% | 0.03% | -23.5% |
| Q1 2019 | $4,223,000 | +22.2% | 24,500 | +6.8% | 0.03% | +209.1% |
| Q4 2018 | $3,457,000 | -21.8% | 22,938 | -8.1% | 0.01% | -52.2% |
| Q3 2018 | $4,422,000 | +7.4% | 24,958 | -1.4% | 0.02% | 0.0% |
| Q2 2018 | $4,116,000 | +0.6% | 25,314 | -4.1% | 0.02% | 0.0% |
| Q1 2018 | $4,093,000 | -0.7% | 26,396 | -2.2% | 0.02% | -4.2% |
| Q4 2017 | $4,121,000 | +6.3% | 26,976 | -0.2% | 0.02% | 0.0% |
| Q3 2017 | $3,876,000 | +25.9% | 27,027 | +20.2% | 0.02% | +14.3% |
| Q2 2017 | $3,078,000 | – | 22,492 | – | 0.02% | – |
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% |