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 | $690,615 | +97306.9% | 10,061 | 0.0% | 0.32% | +1.0% |
| Q2 2023 | $709 | +10.6% | 10,061 | +0.3% | 0.32% | +2.6% |
| Q1 2023 | $641 | +7.4% | 10,031 | -1.8% | 0.31% | -0.3% |
| Q4 2022 | $597 | -99.9% | 10,211 | 0.0% | 0.31% | +0.7% |
| Q3 2022 | $591,000 | -4.1% | 10,211 | +0.1% | 0.31% | +1.0% |
| Q2 2022 | $616,000 | -21.0% | 10,205 | 0.0% | 0.30% | -3.5% |
| Q1 2022 | $780,000 | -10.4% | 10,205 | -1.9% | 0.31% | -3.4% |
| Q4 2021 | $871,000 | +12.0% | 10,405 | -1.2% | 0.32% | -0.9% |
| Q3 2021 | $778,000 | -2.6% | 10,528 | 0.0% | 0.33% | 0.0% |
| Q2 2021 | $799,000 | +13.3% | 10,528 | -2.8% | 0.33% | -4.1% |
| Q1 2021 | $705,000 | -3.0% | 10,828 | -5.0% | 0.34% | -8.3% |
| Q4 2020 | $727,000 | +3.6% | 11,396 | 0.0% | 0.37% | +0.5% |
| Q3 2020 | $702,000 | +19.0% | 11,396 | +300.6% | 0.37% | +1.4% |
| Q2 2020 | $590,000 | +17.8% | 2,845 | +7.2% | 0.37% | +8.0% |
| Q1 2020 | $501,000 | +9.9% | 2,655 | +12.7% | 0.34% | +14.1% |
| Q4 2019 | $456,000 | +7.8% | 2,355 | +0.3% | 0.30% | -1.3% |
| Q3 2019 | $423,000 | +0.2% | 2,349 | -0.3% | 0.30% | -2.0% |
| Q2 2019 | $422,000 | +3.9% | 2,355 | 0.0% | 0.31% | -2.8% |
| Q1 2019 | $406,000 | -1.5% | 2,355 | -13.9% | 0.32% | -11.7% |
| Q4 2018 | $412,000 | -5.3% | 2,734 | 0.0% | 0.36% | +17.4% |
| Q3 2018 | $435,000 | -2.9% | 2,734 | +4.5% | 0.30% | +6.3% |
| Q2 2018 | $448,000 | +12.3% | 2,617 | +1.6% | 0.29% | +2.5% |
| Q1 2018 | $399,000 | +0.3% | 2,576 | -1.2% | 0.28% | -11.7% |
| Q4 2017 | $398,000 | – | 2,607 | – | 0.32% | – |
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% |