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 | $3,504,615 | -4.5% | 51,052 | -2.0% | 0.58% | -2.4% |
| Q2 2023 | $3,671,537 | +9.4% | 52,093 | -0.8% | 0.59% | -0.5% |
| Q1 2023 | $3,354,552 | +9.2% | 52,505 | -0.0% | 0.59% | +1.5% |
| Q4 2022 | $3,072,543 | +30.2% | 52,522 | +28.7% | 0.58% | +15.4% |
| Q3 2022 | $2,360,000 | -4.3% | 40,803 | -0.2% | 0.50% | -12.8% |
| Q2 2022 | $2,466,000 | -20.9% | 40,866 | +0.1% | 0.58% | -10.9% |
| Q1 2022 | $3,119,000 | -8.8% | 40,838 | -0.1% | 0.65% | -5.4% |
| Q4 2021 | $3,419,000 | +13.1% | 40,865 | -0.0% | 0.69% | +2.1% |
| Q3 2021 | $3,022,000 | +248.6% | 40,882 | +450.2% | 0.67% | +245.1% |
| Q2 2021 | $867,000 | -68.9% | 7,430 | -82.6% | 0.20% | -71.6% |
| Q1 2021 | $2,784,000 | -19.8% | 42,766 | -21.4% | 0.69% | -24.4% |
| Q4 2020 | $3,471,000 | +2.2% | 54,381 | +273.7% | 0.91% | -12.7% |
| Q3 2020 | $3,395,000 | +47.5% | 14,552 | +32.6% | 1.04% | +27.9% |
| Q2 2020 | $2,301,000 | +28.8% | 10,972 | +1.4% | 0.81% | +13.9% |
| Q1 2020 | $1,786,000 | -14.7% | 10,819 | +0.0% | 0.71% | -5.4% |
| Q4 2019 | $2,095,000 | +7.6% | 10,817 | +0.0% | 0.76% | -1.9% |
| Q3 2019 | $1,947,000 | -1.5% | 10,812 | -1.9% | 0.77% | -6.9% |
| Q2 2019 | $1,976,000 | +3.8% | 11,027 | +0.6% | 0.83% | -1.3% |
| Q1 2019 | $1,904,000 | +15.4% | 10,957 | +0.0% | 0.84% | -0.1% |
| Q4 2018 | $1,650,000 | -16.2% | 10,954 | -1.5% | 0.84% | -24.3% |
| Q3 2018 | $1,969,000 | +7.5% | 11,116 | -1.3% | 1.11% | -7.7% |
| Q2 2018 | $1,832,000 | +5.8% | 11,268 | 0.0% | 1.20% | -1.5% |
| Q1 2018 | $1,731,000 | -2.0% | 11,268 | +0.7% | 1.22% | -2.9% |
| Q4 2017 | $1,766,000 | – | 11,195 | – | 1.25% | – |
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% |