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 | $271 | -2.9% | 3,964 | 0.0% | 0.15% | -7.2% |
| Q2 2023 | $279 | +10.3% | 3,964 | 0.0% | 0.17% | +2.5% |
| Q1 2023 | $253 | +2.4% | 3,964 | -6.0% | 0.16% | -5.8% |
| Q4 2022 | $247 | -99.9% | 4,215 | 0.0% | 0.17% | +4.9% |
| Q3 2022 | $244,000 | -3.9% | 4,215 | 0.0% | 0.16% | -3.0% |
| Q2 2022 | $254,000 | -43.4% | 4,215 | -28.4% | 0.17% | -31.9% |
| Q1 2022 | $449,000 | -8.7% | 5,885 | 0.0% | 0.25% | +8.3% |
| Q4 2021 | $492,000 | +13.1% | 5,885 | 0.0% | 0.23% | +0.4% |
| Q3 2021 | $435,000 | +1.6% | 5,885 | 0.0% | 0.23% | +8.1% |
| Q2 2021 | $428,000 | +11.7% | 5,885 | 0.0% | 0.21% | 0.0% |
| Q1 2021 | $383,000 | -1.8% | 5,885 | -3.8% | 0.21% | -5.0% |
| Q4 2020 | $390,000 | +10.5% | 6,116 | +300.0% | 0.22% | 0.0% |
| Q3 2020 | $353,000 | +11.4% | 1,529 | 0.0% | 0.22% | -10.5% |
| Q2 2020 | $317,000 | +25.8% | 1,529 | 0.0% | 0.25% | -6.1% |
| Q1 2020 | $252,000 | -14.9% | 1,529 | 0.0% | 0.26% | -8.0% |
| Q4 2019 | $296,000 | +7.6% | 1,529 | 0.0% | 0.29% | -8.9% |
| Q3 2019 | $275,000 | +0.4% | 1,529 | 0.0% | 0.32% | +15.0% |
| Q2 2019 | $274,000 | +3.8% | 1,529 | 0.0% | 0.27% | +2.6% |
| Q1 2019 | $264,000 | +14.8% | 1,529 | 0.0% | 0.27% | +5.1% |
| Q4 2018 | $230,000 | -15.1% | 1,529 | 0.0% | 0.25% | +9.5% |
| Q3 2018 | $271,000 | +8.8% | 1,529 | 0.0% | 0.23% | +0.4% |
| Q2 2018 | $249,000 | – | 1,529 | – | 0.23% | – |
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% |