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 | $27,910,092 | +18.0% | 407,923 | +21.6% | 0.27% | +15.6% |
| Q2 2023 | $23,649,141 | +4.8% | 335,544 | -5.0% | 0.24% | -3.3% |
| Q1 2023 | $22,569,620 | -14.3% | 353,258 | -21.5% | 0.24% | +4.7% |
| Q4 2022 | $26,322,777 | -99.9% | 449,962 | -26.5% | 0.23% | +23.8% |
| Q3 2022 | $17,715,698,000 | +106556.8% | 611,872 | +122.3% | 0.19% | +10.5% |
| Q2 2022 | $16,610,000 | -32.7% | 275,232 | -14.8% | 0.17% | -33.5% |
| Q1 2022 | $24,673,000 | -5.3% | 323,028 | +3.7% | 0.26% | -2.7% |
| Q4 2021 | $26,059,000 | +3.4% | 311,449 | -8.6% | 0.26% | +4.8% |
| Q3 2021 | $25,199,000 | +12.8% | 340,940 | +11.0% | 0.25% | -0.8% |
| Q2 2021 | $22,342,000 | +0.6% | 307,195 | -9.9% | 0.25% | -9.9% |
| Q1 2021 | $22,211,000 | -25.8% | 341,136 | -27.6% | 0.28% | -18.7% |
| Q4 2020 | $29,951,000 | -99.9% | 471,079 | +387.1% | 0.35% | -16.6% |
| Q3 2020 | $22,292,000,000 | – | 96,720 | – | 0.42% | – |
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% |