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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $793,130 | +12.4% | 12,331 | 0.0% | 0.59% | +11.8% |
| Q4 2022 | $705,888 | -2.0% | 12,331 | -0.3% | 0.52% | -2.6% |
| Q3 2022 | $720,000 | -8.9% | 12,366 | -3.4% | 0.54% | -5.6% |
| Q2 2022 | $790,000 | -19.2% | 12,798 | 0.0% | 0.57% | -9.4% |
| Q1 2022 | $978,000 | -3.7% | 12,798 | -1.0% | 0.63% | -1.4% |
| Q4 2021 | $1,016,000 | +5.9% | 12,932 | 0.0% | 0.64% | -4.3% |
| Q3 2021 | $959,000 | -1.9% | 12,932 | -2.0% | 0.67% | -0.1% |
| Q2 2021 | $978,000 | +13.3% | 13,190 | -0.5% | 0.67% | +5.4% |
| Q1 2021 | $863,000 | +2.4% | 13,252 | 0.0% | 0.63% | -9.4% |
| Q4 2020 | $843,000 | +29.1% | 13,252 | +369.1% | 0.70% | +8.5% |
| Q3 2020 | $653,000 | +11.4% | 2,825 | 0.0% | 0.64% | +7.9% |
| Q2 2020 | $586,000 | +28.5% | 2,825 | 0.0% | 0.60% | +8.7% |
| Q1 2020 | $456,000 | -16.3% | 2,825 | 0.0% | 0.55% | +9.8% |
| Q4 2019 | $545,000 | +7.1% | 2,825 | 0.0% | 0.50% | +10.4% |
| Q3 2019 | $509,000 | -0.4% | 2,825 | 0.0% | 0.45% | -4.4% |
| Q2 2019 | $511,000 | +4.1% | 2,825 | 0.0% | 0.48% | +2.8% |
| Q1 2019 | $491,000 | +16.6% | 2,825 | 0.0% | 0.46% | -1.1% |
| Q4 2018 | $421,000 | -16.0% | 2,825 | 0.0% | 0.47% | +2.2% |
| Q3 2018 | $501,000 | +9.2% | 2,825 | 0.0% | 0.46% | +2.2% |
| Q2 2018 | $459,000 | – | 2,825 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |