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 | $1,052,766 | +12.3% | 15,388 | +15.7% | 0.19% | +16.1% |
| Q2 2023 | $937,539 | +23.3% | 13,305 | +11.8% | 0.16% | +17.5% |
| Q1 2023 | $760,498 | +314.7% | 11,906 | +279.8% | 0.14% | +302.9% |
| Q4 2022 | $183,394 | +12.5% | 3,135 | +11.4% | 0.03% | +6.2% |
| Q3 2022 | $163,000 | -1.2% | 2,814 | +3.0% | 0.03% | +3.2% |
| Q2 2022 | $165,000 | +3.1% | 2,731 | +30.0% | 0.03% | +19.2% |
| Q1 2022 | $160,000 | +9.6% | 2,101 | +5.6% | 0.03% | +8.3% |
| Q4 2021 | $146,000 | +29.2% | 1,989 | +30.1% | 0.02% | +26.3% |
| Q3 2021 | $113,000 | +5.6% | 1,529 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $107,000 | +15.1% | 1,476 | +2.8% | 0.02% | +5.6% |
| Q1 2021 | $93,000 | +1.1% | 1,436 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $92,000 | +10.8% | 1,436 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $83,000 | +12.2% | 359 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $74,000 | +25.4% | 359 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $59,000 | -15.7% | 359 | 0.0% | 0.02% | +5.9% |
| Q4 2019 | $70,000 | +7.7% | 359 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $65,000 | +1.6% | 359 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $64,000 | +3.2% | 359 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $62,000 | +14.8% | 359 | 0.0% | 0.02% | -5.6% |
| Q4 2018 | $54,000 | -15.6% | 359 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $64,000 | +10.3% | 359 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $58,000 | +3.6% | 359 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $56,000 | +1.8% | 359 | 0.0% | 0.02% | +5.9% |
| Q4 2017 | $55,000 | +7.8% | 359 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $51,000 | +4.1% | 359 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $49,000 | +4.3% | 359 | 0.0% | 0.02% | -5.6% |
| Q1 2017 | $47,000 | +6.8% | 359 | 0.0% | 0.02% | +5.9% |
| Q4 2016 | $44,000 | 0.0% | 359 | 0.0% | 0.02% | -10.5% |
| Q3 2016 | $44,000 | +4.8% | 359 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $42,000 | – | 359 | – | 0.02% | – |
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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% |