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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $691,462 | +8.5% | 9,811 | -1.6% | 0.32% | +8.8% |
| Q1 2023 | $637,313 | -8.4% | 9,975 | -16.2% | 0.30% | +10.0% |
| Q4 2022 | $696,065 | +1.2% | 11,899 | -0.1% | 0.27% | -31.7% |
| Q3 2022 | $688,000 | -4.8% | 11,906 | -0.6% | 0.39% | -2.0% |
| Q2 2022 | $723,000 | -71.4% | 11,981 | -63.8% | 0.40% | -46.4% |
| Q1 2022 | $2,526,000 | -35.0% | 33,084 | -28.8% | 0.75% | -27.7% |
| Q4 2021 | $3,889,000 | +41.5% | 46,485 | +25.0% | 1.04% | +72.4% |
| Q3 2021 | $2,749,000 | +22.6% | 37,196 | +20.9% | 0.60% | +41.3% |
| Q2 2021 | $2,242,000 | +0.3% | 30,759 | -10.4% | 0.43% | -2.1% |
| Q1 2021 | $2,235,000 | -33.8% | 34,330 | -35.1% | 0.44% | -27.9% |
| Q4 2020 | $3,377,000 | +79.0% | 52,914 | +548.0% | 0.60% | +55.4% |
| Q3 2020 | $1,887,000 | -19.7% | 8,166 | -27.9% | 0.39% | -24.2% |
| Q2 2020 | $2,349,000 | +23.0% | 11,320 | -2.1% | 0.51% | +8.2% |
| Q1 2020 | $1,909,000 | -14.0% | 11,563 | +0.9% | 0.47% | +6.1% |
| Q4 2019 | $2,219,000 | +4.4% | 11,460 | -2.9% | 0.45% | -5.5% |
| Q3 2019 | $2,125,000 | +274.1% | 11,803 | +272.2% | 0.47% | +195.0% |
| Q2 2019 | $568,000 | +2.7% | 3,171 | -1.2% | 0.16% | -4.8% |
| Q1 2019 | $553,000 | +158.4% | 3,209 | +126.1% | 0.17% | +112.7% |
| Q4 2018 | $214,000 | -35.5% | 1,419 | -24.4% | 0.08% | -19.4% |
| Q3 2018 | $332,000 | +19.9% | 1,876 | +16.6% | 0.10% | +21.0% |
| Q2 2018 | $277,000 | +13.5% | 1,609 | +7.6% | 0.08% | +32.8% |
| Q4 2017 | $244,000 | – | 1,495 | – | 0.06% | – |
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% |