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 | $32,137,256 | -8.9% | 469,705 | -6.2% | 0.12% | -9.5% |
| Q2 2023 | $35,276,332 | +106739.7% | 500,515 | -3.2% | 0.14% | -3.5% |
| Q1 2023 | $33,018 | +27.4% | 516,819 | +16.7% | 0.14% | +9.2% |
| Q4 2022 | $25,908 | -99.9% | 442,894 | -14.7% | 0.13% | -16.1% |
| Q3 2022 | $30,024,000 | -2.7% | 519,026 | +1.5% | 0.16% | -5.5% |
| Q2 2022 | $30,857,000 | +5.8% | 511,333 | +34.0% | 0.16% | +16.3% |
| Q1 2022 | $29,155,000 | +17.6% | 381,731 | +28.8% | 0.14% | +21.6% |
| Q4 2021 | $24,787,000 | +11.9% | 296,263 | -1.2% | 0.12% | 0.0% |
| Q3 2021 | $22,157,000 | +5.7% | 299,810 | +4.1% | 0.12% | -1.7% |
| Q2 2021 | $20,953,000 | +10.0% | 288,108 | -1.5% | 0.12% | -8.5% |
| Q1 2021 | $19,041,000 | +3.0% | 292,476 | +1.0% | 0.13% | -7.9% |
| Q4 2020 | $18,486,000 | +8.2% | 289,686 | +291.7% | 0.14% | -12.5% |
| Q3 2020 | $17,091,000 | +11.2% | 73,965 | -0.1% | 0.16% | -0.6% |
| Q2 2020 | $15,365,000 | +21.5% | 74,053 | -3.3% | 0.16% | -3.0% |
| Q1 2020 | $12,644,000 | -11.1% | 76,604 | +4.3% | 0.17% | -6.2% |
| Q4 2019 | $14,228,000 | +259.3% | 73,475 | +234.1% | 0.18% | +227.8% |
| Q3 2019 | $3,960,000 | +136.1% | 21,991 | +135.0% | 0.05% | +134.8% |
| Q2 2019 | $1,677,000 | -0.8% | 9,356 | -4.6% | 0.02% | -4.2% |
| Q1 2019 | $1,691,000 | +20.2% | 9,810 | +5.1% | 0.02% | -4.0% |
| Q4 2018 | $1,407,000 | -17.6% | 9,335 | -3.1% | 0.02% | -3.8% |
| Q3 2018 | $1,707,000 | +8.9% | 9,635 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $1,567,000 | +4.9% | 9,635 | 0.0% | 0.03% | +4.0% |
| Q1 2018 | $1,494,000 | – | 9,635 | – | 0.02% | – |
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% |