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 | $4,321,999 | -23.1% | 63,169 | -20.8% | 1.95% | -15.9% |
Q2 2023 | $5,619,265 | +3.3% | 79,728 | -6.3% | 2.32% | +0.2% |
Q1 2023 | $5,437,358 | +3008.6% | 85,105 | +2746.3% | 2.32% | +2536.4% |
Q4 2022 | $174,915 | -97.4% | 2,990 | -96.7% | 0.09% | -96.7% |
Q1 2022 | $6,821,000 | +215.2% | 89,303 | +245.3% | 2.68% | +151.7% |
Q4 2021 | $2,164,000 | +424.0% | 25,865 | +363.0% | 1.06% | +521.6% |
Q3 2021 | $413,000 | +73.5% | 5,586 | +71.1% | 0.17% | +85.9% |
Q2 2021 | $238,000 | +17.2% | 3,264 | +4.6% | 0.09% | +2.2% |
Q1 2021 | $203,000 | -95.1% | 3,120 | -95.2% | 0.09% | -95.3% |
Q4 2020 | $4,141,000 | +97.1% | 64,889 | +613.9% | 1.90% | +55.7% |
Q3 2020 | $2,101,000 | +11.5% | 9,090 | +0.0% | 1.22% | -3.9% |
Q2 2020 | $1,885,000 | +42.8% | 9,086 | +13.6% | 1.27% | +27.6% |
Q1 2020 | $1,320,000 | -42.0% | 7,999 | -32.0% | 1.00% | -19.1% |
Q4 2019 | $2,277,000 | – | 11,757 | – | 1.23% | – |
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% |