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 | $3,123,373 | -5.1% | 45,650 | -2.2% | 1.40% | -8.1% |
| Q2 2023 | $3,289,513 | -15.8% | 46,673 | -23.7% | 1.52% | -19.2% |
| Q1 2023 | $3,907,385 | +85550.7% | 61,158 | -21.6% | 1.89% | -23.3% |
| Q4 2022 | $4,562 | -99.5% | 77,978 | +355.7% | 2.46% | +228.7% |
| Q3 2022 | $990,000 | +20.4% | 17,110 | +25.6% | 0.75% | +25.3% |
| Q2 2022 | $822,000 | -21.0% | 13,623 | 0.0% | 0.60% | -15.1% |
| Q1 2022 | $1,041,000 | -10.2% | 13,623 | -1.7% | 0.70% | -10.2% |
| Q4 2021 | $1,159,000 | +13.2% | 13,855 | 0.0% | 0.78% | +5.2% |
| Q3 2021 | $1,024,000 | +1.6% | 13,855 | 0.0% | 0.74% | +15.9% |
| Q2 2021 | $1,008,000 | +11.8% | 13,855 | 0.0% | 0.64% | +9.4% |
| Q1 2021 | $902,000 | +2.0% | 13,855 | 0.0% | 0.59% | -5.6% |
| Q4 2020 | $884,000 | +20.6% | 13,855 | +337.1% | 0.62% | +27.5% |
| Q3 2020 | $733,000 | -19.8% | 3,170 | -28.1% | 0.49% | -24.3% |
| Q2 2020 | $914,000 | +18.9% | 4,407 | -5.4% | 0.64% | +4.5% |
| Q1 2020 | $769,000 | -47.6% | 4,657 | -38.6% | 0.62% | -41.2% |
| Q4 2019 | $1,468,000 | +7.5% | 7,582 | -0.1% | 1.05% | +14.6% |
| Q3 2019 | $1,366,000 | +0.4% | 7,588 | 0.0% | 0.92% | +0.5% |
| Q2 2019 | $1,360,000 | +4.0% | 7,588 | 0.0% | 0.91% | -17.6% |
| Q1 2019 | $1,308,000 | +2.6% | 7,588 | -10.3% | 1.11% | -1.1% |
| Q4 2018 | $1,275,000 | – | 8,463 | – | 1.12% | – |
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% |