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 | $2,710,313 | -2.6% | 39,613 | +0.4% | 0.38% | +2.4% |
| Q2 2023 | $2,781,344 | +10.5% | 39,463 | +0.1% | 0.37% | +5.4% |
| Q1 2023 | $2,518,000 | +109188.2% | 39,406 | +0.1% | 0.35% | +10.1% |
| Q4 2022 | $2,304 | -99.9% | 39,378 | +0.1% | 0.32% | -6.5% |
| Q3 2022 | $2,276,000 | -4.1% | 39,348 | +0.1% | 0.34% | +3.3% |
| Q2 2022 | $2,373,000 | -21.6% | 39,318 | -0.7% | 0.33% | -4.9% |
| Q1 2022 | $3,026,000 | -6.0% | 39,615 | +3.0% | 0.35% | -2.8% |
| Q4 2021 | $3,218,000 | +14.2% | 38,461 | +0.9% | 0.36% | +6.0% |
| Q3 2021 | $2,817,000 | -0.5% | 38,109 | -2.0% | 0.34% | +1.5% |
| Q2 2021 | $2,830,000 | +8.9% | 38,906 | -2.5% | 0.33% | +2.8% |
| Q1 2021 | $2,598,000 | -11.3% | 39,904 | -13.1% | 0.32% | -18.3% |
| Q4 2020 | $2,929,000 | +13.4% | 45,901 | +310.5% | 0.39% | +0.8% |
| Q3 2020 | $2,584,000 | +15.9% | 11,183 | +4.0% | 0.39% | +8.0% |
| Q2 2020 | $2,230,000 | +27.9% | 10,749 | +1.8% | 0.36% | +8.1% |
| Q1 2020 | $1,743,000 | -8.1% | 10,563 | +7.9% | 0.34% | +20.9% |
| Q4 2019 | $1,896,000 | +8.2% | 9,791 | +0.5% | 0.28% | -0.4% |
| Q3 2019 | $1,753,000 | +24.0% | 9,739 | +23.5% | 0.28% | +23.6% |
| Q2 2019 | $1,414,000 | +2.4% | 7,888 | -1.6% | 0.22% | 0.0% |
| Q1 2019 | $1,381,000 | +90.7% | 8,015 | +66.9% | 0.22% | +73.1% |
| Q4 2018 | $724,000 | +40.9% | 4,803 | +65.4% | 0.13% | +64.6% |
| Q3 2018 | $514,000 | +16.8% | 2,903 | +7.4% | 0.08% | +9.7% |
| Q2 2018 | $440,000 | +14.6% | 2,703 | +9.1% | 0.07% | +14.3% |
| Q1 2018 | $384,000 | +89.2% | 2,478 | +86.6% | 0.06% | +96.9% |
| Q4 2017 | $203,000 | – | 1,328 | – | 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% |