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 | $338 | +12.3% | 4,802 | +2.0% | 0.01% | 0.0% |
| Q1 2023 | $301 | +9.1% | 4,710 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $276 | -99.9% | 4,710 | +18.0% | 0.01% | 0.0% |
| Q3 2022 | $231,000 | -4.1% | 3,993 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $241,000 | -28.3% | 3,993 | -9.1% | 0.01% | -12.5% |
| Q1 2022 | $336,000 | +0.6% | 4,393 | +10.0% | 0.01% | +14.3% |
| Q4 2021 | $334,000 | -9.5% | 3,993 | -20.1% | 0.01% | -22.2% |
| Q3 2021 | $369,000 | -1.3% | 4,995 | -2.9% | 0.01% | 0.0% |
| Q2 2021 | $374,000 | -6.3% | 5,145 | -16.1% | 0.01% | -18.2% |
| Q1 2021 | $399,000 | -7.2% | 6,130 | -9.1% | 0.01% | -8.3% |
| Q4 2020 | $430,000 | +5.7% | 6,740 | +282.5% | 0.01% | -7.7% |
| Q3 2020 | $407,000 | +28.4% | 1,762 | +15.2% | 0.01% | +18.2% |
| Q2 2020 | $317,000 | +12.0% | 1,529 | -10.7% | 0.01% | -8.3% |
| Q1 2020 | $283,000 | -4.4% | 1,712 | +12.0% | 0.01% | +20.0% |
| Q4 2019 | $296,000 | +7.6% | 1,529 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $275,000 | -42.5% | 1,529 | -42.6% | 0.01% | -41.2% |
| Q2 2019 | $478,000 | -7.5% | 2,665 | -11.2% | 0.02% | -10.5% |
| Q1 2019 | $517,000 | +123.8% | 3,001 | +50.1% | 0.02% | +58.3% |
| Q4 2015 | $231,000 | – | 1,999 | – | 0.01% | – |
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% |