ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $235,463 | -4.3% | 4,025 | -5.6% | 0.13% | -15.7% |
| Q3 2022 | $246,000 | -14.3% | 4,262 | -10.6% | 0.15% | -15.5% |
| Q2 2022 | $287,000 | -30.3% | 4,766 | -11.7% | 0.18% | -17.0% |
| Q1 2022 | $412,000 | -82.1% | 5,396 | -80.4% | 0.22% | -80.4% |
| Q4 2021 | $2,298,000 | -12.7% | 27,465 | -22.9% | 1.11% | -19.2% |
| Q3 2021 | $2,631,000 | -7.8% | 35,604 | -9.3% | 1.38% | -2.5% |
| Q2 2021 | $2,854,000 | -99.9% | 39,241 | -28.4% | 1.41% | -12.6% |
| Q1 2021 | $3,570,802,000 | +67592.9% | 54,843 | -33.7% | 1.62% | -43.9% |
| Q4 2020 | $5,275,000 | +11.1% | 82,669 | +302.3% | 2.88% | +0.3% |
| Q3 2020 | $4,748,000 | +9.8% | 20,548 | -1.4% | 2.87% | +4.7% |
| Q2 2020 | $4,325,000 | +30.4% | 20,849 | +3.8% | 2.74% | +6.7% |
| Q1 2020 | $3,316,000 | -99.9% | 20,095 | +25.4% | 2.57% | +51.7% |
| Q4 2019 | $3,103,975,000 | +91543.8% | 16,030 | -15.7% | 1.70% | -17.7% |
| Q3 2019 | $3,387,000 | -3.5% | 19,024 | -1.6% | 2.06% | +2.9% |
| Q2 2019 | $3,510,000 | +16.9% | 19,328 | +12.2% | 2.00% | +17.0% |
| Q1 2019 | $3,003,000 | +27.3% | 17,232 | +9.9% | 1.71% | +8.4% |
| Q4 2018 | $2,359,000 | – | 15,684 | – | 1.58% | – |
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% |