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 | $3,558,386 | +27.9% | 52,008 | +31.7% | 0.03% | +33.3% |
| Q2 2023 | $2,782,479 | +6.3% | 39,479 | -3.6% | 0.02% | 0.0% |
| Q1 2023 | $2,616,742 | +5.4% | 40,957 | -3.5% | 0.02% | +5.0% |
| Q4 2022 | $2,482,272 | -6.8% | 42,432 | -7.8% | 0.02% | -13.0% |
| Q3 2022 | $2,663,000 | +0.3% | 46,043 | +4.6% | 0.02% | +4.5% |
| Q2 2022 | $2,655,000 | -23.0% | 43,998 | -2.6% | 0.02% | -8.3% |
| Q1 2022 | $3,449,000 | -7.7% | 45,160 | +1.1% | 0.02% | 0.0% |
| Q4 2021 | $3,738,000 | +6.7% | 44,674 | -5.7% | 0.02% | -4.0% |
| Q3 2021 | $3,503,000 | +7.2% | 47,388 | +5.5% | 0.02% | +8.7% |
| Q2 2021 | $3,268,000 | +12.7% | 44,935 | +0.9% | 0.02% | +4.5% |
| Q1 2021 | $2,899,000 | -44.0% | 44,514 | -45.2% | 0.02% | -47.6% |
| Q4 2020 | $5,180,000 | -0.9% | 81,165 | +258.7% | 0.04% | -10.6% |
| Q3 2020 | $5,228,000 | -2.6% | 22,625 | -12.5% | 0.05% | -9.6% |
| Q2 2020 | $5,366,000 | +42.8% | 25,859 | +13.6% | 0.05% | +15.6% |
| Q1 2020 | $3,758,000 | -18.7% | 22,770 | -4.6% | 0.04% | +2.3% |
| Q4 2019 | $4,623,000 | +7.5% | 23,872 | -0.0% | 0.04% | 0.0% |
| Q3 2019 | $4,299,000 | +3.1% | 23,877 | +2.7% | 0.04% | -6.4% |
| Q2 2019 | $4,169,000 | +4.0% | 23,259 | +0.1% | 0.05% | 0.0% |
| Q1 2019 | $4,007,000 | +15.3% | 23,246 | +0.8% | 0.05% | +6.8% |
| Q4 2018 | $3,474,000 | -14.7% | 23,056 | +0.3% | 0.04% | -8.3% |
| Q3 2018 | $4,072,000 | +9.2% | 22,982 | +0.2% | 0.05% | +2.1% |
| Q2 2018 | $3,728,000 | -46.7% | 22,927 | -49.1% | 0.05% | +2.2% |
| Q1 2018 | $6,992,000 | +107.8% | 45,084 | +104.8% | 0.05% | +4.5% |
| Q4 2017 | $3,364,000 | +12.5% | 22,017 | +5.6% | 0.04% | +7.3% |
| Q3 2017 | $2,990,000 | +150.6% | 20,854 | +139.3% | 0.04% | +141.2% |
| Q2 2017 | $1,193,000 | +4.1% | 8,714 | 0.0% | 0.02% | +6.2% |
| Q1 2017 | $1,146,000 | +12.5% | 8,714 | +4.2% | 0.02% | +6.7% |
| Q4 2016 | $1,019,000 | +1.0% | 8,364 | +0.8% | 0.02% | -6.2% |
| Q3 2016 | $1,009,000 | +10.3% | 8,295 | +5.7% | 0.02% | +14.3% |
| Q2 2016 | $915,000 | +7.6% | 7,849 | +6.9% | 0.01% | 0.0% |
| Q1 2016 | $850,000 | +3.4% | 7,341 | +3.4% | 0.01% | 0.0% |
| Q4 2015 | $822,000 | +9.0% | 7,097 | +1.4% | 0.01% | +7.7% |
| Q3 2015 | $754,000 | -3.2% | 6,997 | +2.2% | 0.01% | +8.3% |
| Q2 2015 | $779,000 | +19.7% | 6,847 | +19.8% | 0.01% | +20.0% |
| Q1 2015 | $651,000 | +31.0% | 5,717 | +28.4% | 0.01% | +25.0% |
| Q4 2014 | $497,000 | -5.5% | 4,451 | -9.6% | 0.01% | -11.1% |
| Q3 2014 | $526,000 | -1.7% | 4,923 | -3.3% | 0.01% | 0.0% |
| Q2 2014 | $535,000 | +5.3% | 5,089 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $508,000 | +1.0% | 5,089 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $503,000 | +22.1% | 5,089 | +10.2% | 0.01% | +28.6% |
| Q3 2013 | $412,000 | +6.2% | 4,617 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $388,000 | +1.8% | 4,617 | 0.0% | 0.01% | 0.0% |
| Q1 2013 | $381,000 | – | 4,617 | – | 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% |