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 | $15,701,194 | -0.2% | 229,483 | +2.8% | 1.33% | -1.1% |
| Q2 2023 | $15,728,547 | +12.6% | 223,163 | +2.1% | 1.34% | +3.2% |
| Q1 2023 | $13,966,405 | +6.1% | 218,601 | -2.8% | 1.30% | -3.3% |
| Q4 2022 | $13,162,995 | -49.7% | 225,008 | -50.3% | 1.34% | -10.3% |
| Q3 2022 | $26,191,000 | -5.1% | 452,621 | -1.0% | 1.50% | -5.3% |
| Q2 2022 | $27,600,000 | -25.3% | 457,326 | -5.5% | 1.58% | -11.7% |
| Q1 2022 | $36,967,000 | +65.7% | 483,978 | +81.5% | 1.79% | -18.6% |
| Q4 2021 | $22,316,000 | +8.1% | 266,679 | -6.0% | 2.20% | +3.8% |
| Q2 2021 | $20,636,000 | +10.6% | 283,767 | -1.0% | 2.12% | -15.4% |
| Q1 2021 | $18,655,000 | -1.3% | 286,520 | -3.3% | 2.51% | -9.6% |
| Q4 2020 | $18,903,000 | +8.0% | 296,190 | +291.2% | 2.77% | -2.9% |
| Q3 2020 | $17,499,000 | +11.7% | 75,722 | +0.3% | 2.86% | +0.6% |
| Q2 2020 | $15,663,000 | +32.5% | 75,486 | +5.4% | 2.84% | +4.7% |
| Q1 2020 | $11,825,000 | -14.7% | 71,633 | +0.0% | 2.71% | +29.1% |
| Q4 2019 | $13,868,000 | +7.9% | 71,617 | +0.2% | 2.10% | -21.5% |
| Q3 2019 | $12,858,000 | +0.5% | 71,447 | +0.1% | 2.68% | +59.2% |
| Q2 2019 | $12,796,000 | +4.7% | 71,377 | +0.6% | 1.68% | -38.2% |
| Q1 2019 | $12,224,000 | +13.8% | 70,967 | -0.4% | 2.72% | -5.8% |
| Q4 2018 | $10,743,000 | – | 71,265 | – | 2.89% | – |
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% |