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 | $452,188 | -2.9% | 6,609 | 0.0% | 0.12% | +9.0% |
| Q2 2023 | $465,802 | -2.8% | 6,609 | -11.9% | 0.11% | -2.6% |
| Q1 2023 | $479,431 | +9.2% | 7,504 | 0.0% | 0.11% | +4.6% |
| Q4 2022 | $438,984 | -1.1% | 7,504 | -2.3% | 0.11% | -10.7% |
| Q3 2022 | $444,000 | -4.3% | 7,683 | 0.0% | 0.12% | +0.8% |
| Q2 2022 | $464,000 | -21.0% | 7,683 | 0.0% | 0.12% | -2.4% |
| Q1 2022 | $587,000 | -8.7% | 7,683 | 0.0% | 0.12% | -13.9% |
| Q4 2021 | $643,000 | +10.7% | 7,683 | -2.3% | 0.14% | +10.8% |
| Q3 2021 | $581,000 | -23.1% | 7,862 | -15.3% | 0.13% | +19.3% |
| Q2 2021 | $756,000 | +41.3% | 9,284 | +13.0% | 0.11% | -18.0% |
| Q1 2021 | $535,000 | +20.8% | 8,219 | +18.4% | 0.13% | +9.9% |
| Q4 2020 | $443,000 | +61.7% | 6,944 | +552.0% | 0.12% | +42.4% |
| Q3 2020 | $274,000 | +24.0% | 1,065 | 0.0% | 0.08% | +11.8% |
| Q2 2020 | $221,000 | -19.0% | 1,065 | -24.5% | 0.08% | -25.5% |
| Q4 2019 | $273,000 | +7.5% | 1,410 | -0.1% | 0.10% | 0.0% |
| Q3 2019 | $254,000 | +3.3% | 1,412 | +2.8% | 0.10% | 0.0% |
| Q2 2019 | $246,000 | -4.7% | 1,374 | -8.1% | 0.10% | -4.7% |
| Q1 2019 | $258,000 | +20.0% | 1,495 | +4.9% | 0.11% | +8.1% |
| Q4 2018 | $215,000 | – | 1,425 | – | 0.10% | – |
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% |