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 | $24,512,162 | -1.7% | 358,260 | +1.3% | 8.97% | +2.6% |
| Q2 2023 | $24,934,004 | +13.7% | 353,774 | +3.1% | 8.74% | +3.9% |
| Q1 2023 | $21,928,345 | +8.9% | 343,220 | -0.3% | 8.41% | -1.1% |
| Q4 2022 | $20,139,038 | +11.8% | 344,257 | +10.5% | 8.51% | +5.6% |
| Q3 2022 | $18,021,000 | +8.1% | 311,517 | +12.8% | 8.06% | +11.7% |
| Q2 2022 | $16,667,000 | -21.9% | 276,167 | -1.2% | 7.22% | -7.4% |
| Q1 2022 | $21,342,000 | -3.7% | 279,420 | +2.0% | 7.79% | +2.7% |
| Q4 2021 | $22,154,000 | +20.1% | 273,983 | +9.8% | 7.58% | +11.1% |
| Q3 2021 | $18,444,000 | +21.1% | 249,543 | +19.1% | 6.83% | +17.9% |
| Q2 2021 | $15,235,000 | +13.7% | 209,469 | +6.7% | 5.79% | +5.2% |
| Q1 2021 | $13,397,000 | +5.9% | 196,380 | +1.9% | 5.51% | +0.9% |
| Q4 2020 | $12,649,000 | +27.9% | 192,696 | +350.2% | 5.46% | +7.0% |
| Q3 2020 | $9,891,000 | +5.0% | 42,802 | -2.4% | 5.10% | -1.8% |
| Q2 2020 | $9,419,000 | +35.7% | 43,850 | +25.1% | 5.19% | +42.3% |
| Q4 2019 | $6,942,000 | – | 35,056 | – | 3.65% | – |
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% |