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 | $14,342,198 | -1.0% | 209,620 | +1.9% | 0.93% | +5.2% |
| Q2 2023 | $14,493,504 | +13.9% | 205,640 | +3.3% | 0.88% | +7.2% |
| Q1 2023 | $12,724,062 | -3.3% | 199,156 | -11.5% | 0.82% | -11.3% |
| Q4 2022 | $13,161,279 | +89891.7% | 224,979 | -11.0% | 0.93% | -18.7% |
| Q3 2022 | $14,625 | +2.2% | 252,817 | +6.6% | 1.14% | +1.0% |
| Q2 2022 | $14,310 | -18.6% | 237,121 | +3.1% | 1.13% | -4.7% |
| Q1 2022 | $17,571 | -3.6% | 230,041 | +5.6% | 1.19% | -15.9% |
| Q4 2021 | $18,228 | +16.3% | 217,853 | +2.7% | 1.41% | -7.8% |
| Q3 2021 | $15,677 | +23.8% | 212,114 | +21.8% | 1.53% | +1.8% |
| Q2 2021 | $12,661 | +6.4% | 174,081 | -4.8% | 1.50% | -18.7% |
| Q1 2021 | $11,904 | +1.1% | 182,832 | -0.9% | 1.85% | -21.1% |
| Q4 2020 | $11,771 | +10.7% | 184,436 | +300.7% | 2.34% | -7.7% |
| Q3 2020 | $10,637 | -99.9% | 46,032 | +1.3% | 2.54% | +6.0% |
| Q2 2020 | $9,428,000 | +25.6% | 45,439 | -0.1% | 2.40% | +23.8% |
| Q1 2020 | $7,509,000 | -3.8% | 45,494 | +12.9% | 1.94% | +1.3% |
| Q4 2019 | $7,805,000 | +10.9% | 40,304 | +3.1% | 1.91% | +6.9% |
| Q3 2019 | $7,035,000 | +715.2% | 39,078 | +712.1% | 1.79% | +580.2% |
| Q2 2019 | $863,000 | +120.7% | 4,812 | +112.1% | 0.26% | +82.6% |
| Q1 2019 | $391,000 | +6.0% | 2,269 | -7.2% | 0.14% | -33.0% |
| Q4 2018 | $369,000 | – | 2,446 | – | 0.22% | – |
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% |