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 | $3,521,331 | -5.4% | 51,466 | -2.6% | 0.36% | -7.4% |
| Q2 2023 | $3,724,191 | +13.0% | 52,840 | +2.4% | 0.39% | +121.3% |
| Q1 2023 | $3,295,886 | +9.7% | 51,587 | +0.4% | 0.18% | -2.2% |
| Q4 2022 | $3,004,827 | -10.2% | 51,365 | -11.2% | 0.18% | -19.5% |
| Q3 2022 | $3,346,000 | -3.7% | 57,842 | +0.5% | 0.23% | -3.0% |
| Q2 2022 | $3,474,000 | -1.5% | 57,562 | +24.6% | 0.23% | +8.9% |
| Q1 2022 | $3,528,000 | -37.6% | 46,189 | -31.7% | 0.21% | -39.4% |
| Q4 2021 | $5,657,000 | +28.6% | 67,620 | +13.6% | 0.35% | +17.7% |
| Q3 2021 | $4,399,000 | +47.1% | 59,508 | +44.7% | 0.30% | +39.5% |
| Q2 2021 | $2,990,000 | +12.3% | 41,117 | +0.5% | 0.22% | -5.7% |
| Q1 2021 | $2,663,000 | -33.3% | 40,900 | -34.6% | 0.23% | -36.3% |
| Q4 2020 | $3,991,000 | -11.8% | 62,532 | +174.8% | 0.36% | +16.2% |
| Q3 2020 | $4,525,000 | +91.6% | 22,755 | +99.9% | 0.31% | +0.7% |
| Q2 2020 | $2,362,000 | +28.8% | 11,386 | +2.5% | 0.31% | -4.7% |
| Q1 2020 | $1,834,000 | -38.4% | 11,111 | -27.7% | 0.32% | -15.1% |
| Q4 2019 | $2,975,000 | +9.2% | 15,365 | +1.6% | 0.38% | -14.3% |
| Q3 2019 | $2,724,000 | +3.1% | 15,128 | +2.6% | 0.44% | -15.2% |
| Q2 2019 | $2,643,000 | +31.9% | 14,745 | +10.9% | 0.52% | +2.4% |
| Q4 2018 | $2,004,000 | -17.9% | 13,301 | -3.5% | 0.51% | +31.6% |
| Q3 2018 | $2,442,000 | +593.8% | 13,781 | +537.1% | 0.39% | +293.9% |
| Q2 2018 | $352,000 | +53.7% | 2,163 | +44.0% | 0.10% | +96.0% |
| Q4 2017 | $229,000 | +10.1% | 1,502 | +3.3% | 0.05% | +2.0% |
| Q3 2017 | $208,000 | – | 1,454 | – | 0.05% | – |
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% |