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 | $8,074,996 | +1.2% | 118,021 | +4.3% | 5.27% | +8.0% |
| Q2 2023 | $7,978,901 | +13.4% | 113,208 | +2.8% | 4.88% | +8.7% |
| Q1 2023 | $7,033,017 | +23.0% | 110,080 | +12.6% | 4.49% | +22.0% |
| Q4 2022 | $5,719,979 | -6.3% | 97,777 | -7.3% | 3.68% | -9.9% |
| Q3 2022 | $6,103,000 | -9.0% | 105,502 | -5.1% | 4.09% | -1.4% |
| Q2 2022 | $6,710,000 | -19.0% | 111,194 | +2.5% | 4.15% | -0.3% |
| Q1 2022 | $8,285,000 | -2.8% | 108,472 | +6.5% | 4.16% | -1.0% |
| Q4 2021 | $8,521,000 | +10.0% | 101,839 | -2.9% | 4.20% | +1.9% |
| Q3 2021 | $7,748,000 | +5.7% | 104,828 | +4.0% | 4.12% | +7.1% |
| Q2 2021 | $7,329,000 | +9.3% | 100,763 | -2.2% | 3.85% | +5.8% |
| Q1 2021 | $6,705,000 | -9.3% | 102,982 | -11.1% | 3.64% | -16.5% |
| Q4 2020 | $7,395,000 | +8.5% | 115,874 | +292.9% | 4.36% | -5.9% |
| Q3 2020 | $6,816,000 | +4.1% | 29,495 | -6.5% | 4.63% | +0.2% |
| Q2 2020 | $6,548,000 | +26.0% | 31,557 | +0.2% | 4.62% | +7.9% |
| Q1 2020 | $5,198,000 | -11.2% | 31,492 | +4.2% | 4.28% | +19.0% |
| Q4 2019 | $5,854,000 | +11.2% | 30,231 | +3.4% | 3.60% | +6.3% |
| Q3 2019 | $5,265,000 | +5.0% | 29,246 | +4.6% | 3.39% | +6.9% |
| Q2 2019 | $5,013,000 | +8.3% | 27,970 | +4.1% | 3.17% | +8.2% |
| Q1 2019 | $4,630,000 | +11.2% | 26,867 | -2.8% | 2.93% | +4.5% |
| Q4 2018 | $4,165,000 | -17.0% | 27,643 | -2.4% | 2.80% | -3.3% |
| Q3 2018 | $5,018,000 | +8.6% | 28,323 | -0.3% | 2.90% | +7.8% |
| Q2 2018 | $4,620,000 | +7.7% | 28,408 | +2.7% | 2.69% | +6.5% |
| Q1 2018 | $4,290,000 | -1.1% | 27,664 | -2.6% | 2.52% | +1.6% |
| Q4 2017 | $4,337,000 | -5.1% | 28,390 | -10.9% | 2.48% | -0.6% |
| Q3 2017 | $4,569,000 | +0.1% | 31,857 | -4.5% | 2.50% | -2.1% |
| Q2 2017 | $4,566,000 | -2.8% | 33,360 | -6.6% | 2.55% | -3.5% |
| Q1 2017 | $4,699,000 | -16.9% | 35,725 | -23.1% | 2.64% | -19.1% |
| Q4 2016 | $5,657,000 | -1.0% | 46,449 | -1.1% | 3.27% | -7.5% |
| Q3 2016 | $5,712,000 | +3.3% | 46,953 | -1.1% | 3.53% | +1.7% |
| Q2 2016 | $5,532,000 | -6.9% | 47,457 | -7.5% | 3.48% | -8.6% |
| Q1 2016 | $5,943,000 | -13.3% | 51,281 | -13.3% | 3.80% | -6.5% |
| Q4 2015 | $6,851,000 | – | 59,165 | – | 4.06% | – |
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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% |