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 | $1,422,616 | +3.3% | 20,793 | +6.4% | 0.03% | +7.4% |
| Q2 2023 | $1,377,783 | +24.9% | 19,549 | +13.2% | 0.03% | +17.4% |
| Q1 2023 | $1,103,116 | +27.0% | 17,266 | +16.2% | 0.02% | +15.0% |
| Q4 2022 | $868,875 | +9.6% | 14,853 | +8.3% | 0.02% | 0.0% |
| Q3 2022 | $793,000 | -32.5% | 13,711 | -29.6% | 0.02% | -28.6% |
| Q2 2022 | $1,175,000 | -7.0% | 19,471 | +17.6% | 0.03% | +7.7% |
| Q1 2022 | $1,264,000 | +74.1% | 16,552 | +90.7% | 0.03% | +73.3% |
| Q4 2021 | $726,000 | +17.3% | 8,679 | +3.7% | 0.02% | +7.1% |
| Q3 2021 | $619,000 | -35.8% | 8,369 | -36.9% | 0.01% | -33.3% |
| Q2 2021 | $964,000 | +23.1% | 13,259 | +10.3% | 0.02% | +10.5% |
| Q1 2021 | $783,000 | +14.0% | 12,023 | +11.7% | 0.02% | +5.6% |
| Q4 2020 | $687,000 | -11.4% | 10,764 | +220.9% | 0.02% | -21.7% |
| Q3 2020 | $775,000 | +34.8% | 3,354 | +21.0% | 0.02% | +27.8% |
| Q2 2020 | $575,000 | +44.1% | 2,771 | +14.7% | 0.02% | +20.0% |
| Q1 2020 | $399,000 | -57.6% | 2,415 | -50.4% | 0.02% | -50.0% |
| Q4 2019 | $942,000 | +31.7% | 4,867 | +22.6% | 0.03% | +15.4% |
| Q3 2019 | $715,000 | +15.9% | 3,971 | +15.2% | 0.03% | +8.3% |
| Q2 2019 | $617,000 | +1.6% | 3,446 | -2.2% | 0.02% | -4.0% |
| Q1 2019 | $607,000 | +54.5% | 3,522 | +35.0% | 0.02% | +38.9% |
| Q4 2018 | $393,000 | -57.5% | 2,609 | -50.0% | 0.02% | -41.9% |
| Q3 2018 | $925,000 | +226.9% | 5,223 | +200.3% | 0.03% | +210.0% |
| Q2 2018 | $283,000 | +25.8% | 1,739 | +20.2% | 0.01% | +25.0% |
| Q1 2018 | $225,000 | -75.6% | 1,447 | -76.0% | 0.01% | -71.4% |
| Q4 2017 | $922,000 | +136.4% | 6,034 | +121.7% | 0.03% | +75.0% |
| Q3 2017 | $390,000 | – | 2,722 | – | 0.02% | – |
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% |