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 | $691,570 | -13.5% | 10,108 | -10.9% | 0.17% | -13.1% |
| Q2 2023 | $799,866 | -13.5% | 11,349 | -21.6% | 0.20% | -26.8% |
| Q1 2023 | $924,820 | +11.5% | 14,475 | +2.1% | 0.27% | +0.4% |
| Q4 2022 | $829,479 | +13.9% | 14,179 | +17.6% | 0.27% | -6.2% |
| Q3 2022 | $728,000 | 0.0% | 12,058 | 0.0% | 0.29% | 0.0% |
| Q2 2022 | $728,000 | +10.3% | 12,058 | +52.8% | 0.29% | +21.9% |
| Q1 2022 | $660,000 | 0.0% | 7,889 | 0.0% | 0.24% | 0.0% |
| Q4 2021 | $660,000 | +12.8% | 7,889 | -0.3% | 0.24% | -3.7% |
| Q3 2021 | $585,000 | +1.6% | 7,916 | 0.0% | 0.25% | -5.0% |
| Q2 2021 | $576,000 | +3.0% | 7,916 | -7.8% | 0.26% | -8.5% |
| Q1 2021 | $559,000 | +2.0% | 8,584 | 0.0% | 0.28% | -2.7% |
| Q4 2020 | $548,000 | +10.5% | 8,584 | +300.0% | 0.29% | -7.3% |
| Q3 2020 | $496,000 | +7.4% | 2,146 | -3.6% | 0.31% | -1.3% |
| Q2 2020 | $462,000 | +32.0% | 2,226 | +5.0% | 0.32% | -2.5% |
| Q1 2020 | $350,000 | -15.0% | 2,121 | -0.4% | 0.33% | +2.8% |
| Q4 2019 | $412,000 | +2.5% | 2,130 | -4.7% | 0.32% | -11.2% |
| Q3 2019 | $402,000 | -0.2% | 2,234 | -0.5% | 0.36% | -4.0% |
| Q2 2019 | $403,000 | +5.5% | 2,246 | +1.3% | 0.37% | -1.6% |
| Q1 2019 | $382,000 | +11.7% | 2,218 | +15.0% | 0.38% | +38.0% |
| Q4 2018 | $342,000 | – | 1,928 | – | 0.27% | – |
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% |