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 | $37,253,731 | +168.1% | 544,486 | +176.1% | 0.98% | +176.5% |
| Q2 2023 | $13,896,662 | +14.4% | 197,172 | +3.7% | 0.35% | +8.3% |
| Q1 2023 | $12,147,956 | -43.3% | 190,139 | -48.1% | 0.33% | -46.4% |
| Q4 2022 | $21,413,610 | -0.0% | 366,045 | -3.1% | 0.61% | -8.4% |
| Q3 2022 | $21,421,000 | -30.9% | 377,601 | -26.5% | 0.66% | -28.6% |
| Q2 2022 | $31,011,000 | -21.3% | 513,851 | -0.4% | 0.93% | -14.0% |
| Q1 2022 | $39,416,000 | +23.6% | 516,054 | +35.4% | 1.08% | +26.6% |
| Q4 2021 | $31,885,000 | +20.5% | 381,083 | +6.4% | 0.85% | +8.5% |
| Q3 2021 | $26,466,000 | -1.0% | 358,082 | -2.6% | 0.79% | -1.7% |
| Q2 2021 | $26,743,000 | +16.8% | 367,697 | +4.5% | 0.80% | +6.8% |
| Q1 2021 | $22,901,000 | -19.5% | 351,733 | -21.1% | 0.75% | -26.0% |
| Q4 2020 | $28,434,000 | +29.0% | 445,527 | +367.1% | 1.01% | +13.7% |
| Q3 2020 | $22,039,000 | +7.4% | 95,375 | +6.4% | 0.89% | +4.4% |
| Q2 2020 | $20,523,000 | +33.4% | 89,606 | -3.9% | 0.85% | +2.3% |
| Q1 2020 | $15,387,000 | -17.3% | 93,228 | -2.9% | 0.84% | +3.6% |
| Q4 2019 | $18,600,000 | +40.7% | 96,053 | +30.3% | 0.81% | +23.2% |
| Q3 2019 | $13,217,000 | 0.0% | 73,741 | 0.0% | 0.65% | 0.0% |
| Q2 2019 | $13,217,000 | +490.3% | 73,741 | +467.8% | 0.65% | +172.5% |
| Q1 2019 | $2,239,000 | -75.0% | 12,988 | -78.1% | 0.24% | -58.7% |
| Q4 2018 | $8,946,000 | -11.2% | 59,373 | +4.4% | 0.58% | -3.2% |
| Q3 2018 | $10,074,000 | +11.2% | 56,863 | +2.1% | 0.60% | +10.1% |
| Q2 2018 | $9,059,000 | +12.2% | 55,709 | +7.0% | 0.54% | +12.6% |
| Q1 2018 | $8,075,000 | +12.7% | 52,071 | +11.1% | 0.48% | +15.2% |
| Q4 2017 | $7,163,000 | +11.2% | 46,887 | +4.4% | 0.42% | +6.6% |
| Q3 2017 | $6,441,000 | +5.5% | 44,913 | +0.7% | 0.39% | +3.7% |
| Q2 2017 | $6,103,000 | +53.5% | 44,599 | +47.6% | 0.38% | +46.2% |
| Q1 2017 | $3,975,000 | +19.8% | 30,224 | +10.9% | 0.26% | +12.6% |
| Q4 2016 | $3,319,000 | – | 27,251 | – | 0.23% | – |
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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% |