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 | $416,336 | +50.9% | 6,085 | +55.5% | 0.01% | +60.0% |
| Q2 2023 | $275,859 | +14.7% | 3,914 | +4.0% | 0.01% | 0.0% |
| Q1 2023 | $240,482 | +9.2% | 3,764 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $220,194 | -12.6% | 3,764 | -13.6% | 0.01% | -16.7% |
| Q3 2022 | $252,000 | -13.4% | 4,356 | -9.6% | 0.01% | 0.0% |
| Q2 2022 | $291,000 | -57.6% | 4,821 | -46.3% | 0.01% | -50.0% |
| Q1 2022 | $686,000 | -8.7% | 8,981 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $751,000 | +13.1% | 8,981 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $664,000 | +1.7% | 8,981 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $653,000 | +15.2% | 8,981 | +3.0% | 0.01% | +9.1% |
| Q1 2021 | $567,000 | -23.4% | 8,716 | -24.8% | 0.01% | -26.7% |
| Q4 2020 | $740,000 | +10.6% | 11,588 | +300.0% | 0.02% | -6.2% |
| Q3 2020 | $669,000 | +13.2% | 2,897 | +1.8% | 0.02% | +6.7% |
| Q2 2020 | $591,000 | +29.3% | 2,846 | +2.7% | 0.02% | +7.1% |
| Q1 2020 | $457,000 | -14.9% | 2,771 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $537,000 | +3.7% | 2,771 | -3.7% | 0.01% | 0.0% |
| Q3 2019 | $518,000 | +0.4% | 2,877 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $516,000 | +1.6% | 2,877 | -2.4% | 0.01% | +9.1% |
| Q1 2019 | $508,000 | +34.4% | 2,947 | +17.4% | 0.01% | +10.0% |
| Q4 2018 | $378,000 | -15.1% | 2,510 | 0.0% | 0.01% | +11.1% |
| Q3 2018 | $445,000 | +14.7% | 2,510 | +5.1% | 0.01% | +12.5% |
| Q2 2018 | $388,000 | +74.0% | 2,388 | +66.1% | 0.01% | +100.0% |
| Q1 2018 | $223,000 | +1.4% | 1,438 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $220,000 | -0.5% | 1,438 | -6.5% | 0.00% | 0.0% |
| Q3 2017 | $221,000 | +2.3% | 1,538 | -2.4% | 0.00% | 0.0% |
| Q2 2017 | $216,000 | -4.8% | 1,576 | -8.7% | 0.00% | 0.0% |
| Q1 2017 | $227,000 | +8.1% | 1,727 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $210,000 | 0.0% | 1,727 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $210,000 | +4.5% | 1,727 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $201,000 | -16.9% | 1,727 | -18.8% | 0.00% | 0.0% |
| Q2 2015 | $242,000 | – | 2,126 | – | 0.00% | – |
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% |