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 | $4,983,328 | -2.6% | 72,598 | 0.0% | 0.39% | +0.3% |
| Q2 2023 | $5,116,707 | +10.3% | 72,598 | 0.0% | 0.39% | +2.7% |
| Q1 2023 | $4,638,286 | +8.9% | 72,598 | -0.3% | 0.38% | +1.3% |
| Q4 2022 | $4,259,561 | +3.7% | 72,813 | +2.6% | 0.37% | -6.1% |
| Q3 2022 | $4,106,000 | -4.1% | 70,976 | 0.0% | 0.40% | +5.3% |
| Q2 2022 | $4,283,000 | -24.0% | 70,976 | -3.7% | 0.38% | -9.9% |
| Q1 2022 | $5,632,000 | -9.7% | 73,741 | -1.1% | 0.42% | -8.6% |
| Q4 2021 | $6,238,000 | +13.3% | 74,555 | +0.1% | 0.46% | +6.1% |
| Q3 2021 | $5,506,000 | +1.7% | 74,491 | +0.0% | 0.43% | -12.1% |
| Q2 2021 | $5,416,000 | +8.9% | 74,461 | -2.5% | 0.49% | +1.0% |
| Q1 2021 | $4,972,000 | +2.7% | 76,366 | +0.6% | 0.48% | -7.8% |
| Q4 2020 | $4,842,000 | +5.1% | 75,877 | +280.5% | 0.52% | -8.6% |
| Q3 2020 | $4,609,000 | +11.1% | 19,944 | -0.3% | 0.57% | +2.7% |
| Q2 2020 | $4,149,000 | +27.5% | 19,995 | +1.4% | 0.56% | +4.1% |
| Q1 2020 | $3,255,000 | -2.9% | 19,720 | +13.9% | 0.54% | +28.8% |
| Q4 2019 | $3,352,000 | +8.6% | 17,313 | +1.0% | 0.42% | +0.5% |
| Q3 2019 | $3,087,000 | +15.5% | 17,145 | +15.0% | 0.41% | +13.7% |
| Q2 2019 | $2,672,000 | -43.9% | 14,906 | -46.0% | 0.36% | +9.3% |
| Q1 2019 | $4,762,000 | +263.0% | 27,626 | +217.2% | 0.33% | +55.6% |
| Q4 2018 | $1,312,000 | +458.3% | 8,708 | +556.2% | 0.21% | +548.5% |
| Q3 2018 | $235,000 | – | 1,327 | – | 0.03% | – |
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% |