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 | $1,774,473 | -4.9% | 25,935 | -2.0% | 0.50% | -0.4% |
| Q2 2023 | $1,865,394 | +10.3% | 26,467 | 0.0% | 0.50% | +1.2% |
| Q1 2023 | $1,690,977 | +4.1% | 26,467 | -4.7% | 0.49% | -4.5% |
| Q4 2022 | $1,623,960 | -3.8% | 27,760 | -3.2% | 0.52% | -14.9% |
| Q3 2022 | $1,688,000 | -3.7% | 28,690 | -1.2% | 0.61% | -2.9% |
| Q2 2022 | $1,752,000 | -21.9% | 29,030 | -1.1% | 0.62% | +0.8% |
| Q1 2022 | $2,242,000 | -99.9% | 29,357 | -8.9% | 0.62% | -14.1% |
| Q4 2021 | $2,697,000,000 | +12.3% | 32,233 | -0.8% | 0.72% | -10.3% |
| Q3 2021 | $2,402,000,000 | -3.6% | 32,494 | -5.2% | 0.80% | -5.6% |
| Q2 2021 | $2,492,000,000 | -36.8% | 34,269 | -43.4% | 0.85% | -37.3% |
| Q1 2021 | $3,941,000,000 | +1.3% | 60,530 | -0.7% | 1.36% | -3.7% |
| Q4 2020 | $3,892,000,000 | +13.7% | 60,984 | +311.7% | 1.41% | -7.0% |
| Q3 2020 | $3,423,000,000 | -8.3% | 14,813 | -17.7% | 1.52% | -3.7% |
| Q2 2020 | $3,733,000,000 | +57.7% | 17,990 | +25.4% | 1.58% | +18.6% |
| Q1 2020 | $2,367,000,000 | -20.8% | 14,343 | -7.1% | 1.33% | +6.8% |
| Q4 2019 | $2,990,000,000 | +47.9% | 15,443 | +37.6% | 1.24% | +15.4% |
| Q3 2019 | $2,021,000,000 | -3.8% | 11,225 | -4.2% | 1.08% | -3.7% |
| Q2 2019 | $2,100,000,000 | +59.0% | 11,714 | +52.8% | 1.12% | +47.8% |
| Q1 2019 | $1,321,000,000 | +8.2% | 7,667 | -5.4% | 0.76% | -4.3% |
| Q4 2018 | $1,221,000,000 | +3.1% | 8,107 | +21.3% | 0.79% | +19.3% |
| Q3 2018 | $1,184,000,000 | +5.0% | 6,682 | -3.7% | 0.66% | -3.5% |
| Q2 2018 | $1,128,000,000 | -25.3% | 6,938 | -28.8% | 0.69% | -25.5% |
| Q1 2018 | $1,511,000,000 | +8.6% | 9,745 | +7.1% | 0.92% | +13.0% |
| Q4 2017 | $1,391,000,000 | – | 9,103 | – | 0.82% | – |
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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% |