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 | $45,036,494 | +91.7% | 658,235 | +97.4% | 1.31% | -8.2% |
| Q2 2023 | $23,496,580 | +414.2% | 333,379 | +366.1% | 1.42% | +327.6% |
| Q1 2023 | $4,569,541 | +2.0% | 71,522 | -6.6% | 0.33% | -5.1% |
| Q4 2022 | $4,482,036 | -10.8% | 76,616 | -11.8% | 0.35% | -24.2% |
| Q3 2022 | $5,024,000 | -12.3% | 86,851 | -8.5% | 0.46% | +3.6% |
| Q2 2022 | $5,731,000 | -20.0% | 94,956 | +1.3% | 0.45% | -8.0% |
| Q1 2022 | $7,160,000 | +38.0% | 93,747 | +51.2% | 0.49% | +37.7% |
| Q4 2021 | $5,189,000 | +13.2% | 62,018 | 0.0% | 0.35% | +3.2% |
| Q3 2021 | $4,584,000 | +4.4% | 62,018 | +2.7% | 0.34% | +1.2% |
| Q2 2021 | $4,390,000 | +7.6% | 60,366 | -3.7% | 0.34% | -0.6% |
| Q1 2021 | $4,081,000 | -23.9% | 62,678 | -25.4% | 0.34% | -30.3% |
| Q4 2020 | $5,362,000 | -6.5% | 84,022 | +238.6% | 0.49% | -20.7% |
| Q3 2020 | $5,735,000 | +5.9% | 24,818 | -4.9% | 0.62% | -1.8% |
| Q2 2020 | $5,417,000 | +23.4% | 26,108 | -1.9% | 0.63% | -2.0% |
| Q1 2020 | $4,391,000 | -13.5% | 26,602 | +1.5% | 0.64% | +3.7% |
| Q4 2019 | $5,076,000 | +5.3% | 26,215 | -2.1% | 0.62% | -4.5% |
| Q3 2019 | $4,820,000 | -2.4% | 26,775 | -2.8% | 0.64% | -2.0% |
| Q2 2019 | $4,937,000 | +4.7% | 27,544 | +0.7% | 0.66% | +1.1% |
| Q1 2019 | $4,717,000 | +14.0% | 27,366 | -0.3% | 0.65% | +1.1% |
| Q4 2018 | $4,137,000 | -12.3% | 27,456 | +3.2% | 0.64% | -0.5% |
| Q3 2018 | $4,715,000 | +8.9% | 26,615 | 0.0% | 0.65% | +4.9% |
| Q2 2018 | $4,328,000 | +1.6% | 26,615 | -3.1% | 0.62% | 0.0% |
| Q1 2018 | $4,261,000 | -31.5% | 27,475 | -32.5% | 0.62% | -26.8% |
| Q4 2017 | $6,220,000 | +6.5% | 40,715 | 0.0% | 0.84% | +10.9% |
| Q3 2017 | $5,839,000 | +4.2% | 40,715 | -0.5% | 0.76% | -7.1% |
| Q2 2017 | $5,602,000 | +4.2% | 40,937 | +0.2% | 0.82% | +4.7% |
| Q1 2017 | $5,375,000 | +4.8% | 40,868 | -3.0% | 0.78% | -5.9% |
| Q4 2016 | $5,129,000 | – | 42,118 | – | 0.83% | – |
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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% |