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 | $10,222,043 | +58.7% | 149,401 | +63.5% | 0.18% | +63.6% |
| Q2 2023 | $6,439,409 | +152239.9% | 91,365 | +38.1% | 0.11% | +26.4% |
| Q1 2023 | $4,227 | +57.8% | 66,162 | +44.5% | 0.09% | +19.2% |
| Q4 2022 | $2,678 | -99.9% | 45,783 | -32.2% | 0.07% | -41.6% |
| Q3 2022 | $3,906,000 | +0.1% | 67,515 | +4.4% | 0.12% | +3.3% |
| Q2 2022 | $3,902,000 | -13.1% | 64,661 | +10.0% | 0.12% | -11.7% |
| Q1 2022 | $4,490,000 | +0.7% | 58,788 | +10.3% | 0.14% | +3.0% |
| Q4 2021 | $4,458,000 | +3.5% | 53,280 | -8.6% | 0.13% | -5.0% |
| Q3 2021 | $4,308,000 | -12.1% | 58,284 | -13.5% | 0.14% | -19.5% |
| Q2 2021 | $4,901,000 | +7.3% | 67,380 | -3.9% | 0.17% | -7.0% |
| Q1 2021 | $4,567,000 | +3.0% | 70,136 | +1.0% | 0.19% | -11.0% |
| Q4 2020 | $4,432,000 | +103.9% | 69,441 | +638.2% | 0.21% | +56.7% |
| Q3 2020 | $2,174,000 | -0.4% | 9,407 | -10.6% | 0.13% | -14.6% |
| Q2 2020 | $2,183,000 | -24.6% | 10,519 | -40.0% | 0.16% | -41.2% |
| Q1 2020 | $2,894,000 | -62.3% | 17,534 | -55.7% | 0.27% | -58.7% |
| Q4 2019 | $7,672,000 | +710.1% | 39,620 | +652.9% | 0.65% | +504.7% |
| Q3 2019 | $947,000 | +2.9% | 5,262 | -5.1% | 0.11% | -11.6% |
| Q2 2019 | $920,000 | -17.5% | 5,545 | -14.3% | 0.12% | -36.0% |
| Q1 2019 | $1,115,000 | -10.1% | 6,469 | -21.4% | 0.19% | -43.9% |
| Q4 2018 | $1,240,000 | +15.9% | 8,232 | +36.7% | 0.34% | +4.3% |
| Q3 2018 | $1,070,000 | -0.7% | 6,020 | -8.7% | 0.32% | -12.2% |
| Q2 2018 | $1,078,000 | +14.6% | 6,593 | +6.0% | 0.37% | -2.4% |
| Q1 2018 | $941,000 | -10.5% | 6,221 | -6.5% | 0.38% | -16.2% |
| Q4 2017 | $1,051,000 | – | 6,653 | – | 0.45% | – |
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% |