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 | $1,766,934 | -29.0% | 25,070 | -26.7% | 0.04% | -11.8% |
| Q2 2021 | $2,487,000 | -64.4% | 34,200 | -68.1% | 0.05% | -66.4% |
| Q1 2021 | $6,986,000 | +393.0% | 107,300 | +383.3% | 0.15% | +375.0% |
| Q4 2020 | $1,417,000 | -70.5% | 22,200 | +6.7% | 0.03% | -72.6% |
| Q3 2020 | $4,806,000 | -29.2% | 20,800 | -36.4% | 0.12% | -32.8% |
| Q2 2020 | $6,785,000 | -1.9% | 32,700 | -22.0% | 0.17% | -10.8% |
| Q1 2020 | $6,916,000 | -27.3% | 41,900 | -14.7% | 0.20% | -7.1% |
| Q4 2019 | $9,508,000 | +52.2% | 49,100 | +41.5% | 0.21% | +46.9% |
| Q3 2019 | $6,247,000 | -14.4% | 34,700 | -14.7% | 0.14% | -15.4% |
| Q2 2019 | $7,295,000 | +0.1% | 40,700 | -3.8% | 0.17% | -2.9% |
| Q1 2019 | $7,291,000 | +84.0% | 42,300 | +60.8% | 0.17% | +64.2% |
| Q4 2018 | $3,963,000 | -41.9% | 26,300 | -31.7% | 0.11% | -34.6% |
| Q3 2018 | $6,821,000 | +6.5% | 38,500 | -2.3% | 0.16% | +1.9% |
| Q2 2018 | $6,407,000 | -5.2% | 39,400 | -9.6% | 0.16% | -8.1% |
| Q1 2018 | $6,761,000 | +3.2% | 43,600 | +1.6% | 0.17% | +6.8% |
| Q4 2017 | $6,554,000 | -5.8% | 42,900 | -11.5% | 0.16% | -10.5% |
| Q3 2017 | $6,956,000 | +19.0% | 48,500 | +13.6% | 0.18% | +17.5% |
| Q2 2017 | $5,843,000 | +4.5% | 42,700 | +0.5% | 0.15% | +2.7% |
| Q1 2017 | $5,590,000 | -11.9% | 42,500 | -18.4% | 0.15% | -11.8% |
| Q4 2016 | $6,345,000 | +18.3% | 52,100 | +18.1% | 0.17% | +17.2% |
| Q3 2016 | $5,365,000 | +9.8% | 44,100 | +5.3% | 0.14% | +5.8% |
| Q2 2016 | $4,885,000 | -11.8% | 41,900 | -12.3% | 0.14% | -14.4% |
| Q1 2016 | $5,540,000 | +0.3% | 47,800 | +0.2% | 0.16% | -2.4% |
| Q4 2015 | $5,524,000 | +57.2% | 47,700 | +46.3% | 0.16% | +42.6% |
| Q3 2015 | $3,514,000 | +6.4% | 32,600 | +12.4% | 0.12% | +11.7% |
| Q2 2015 | $3,302,000 | -17.4% | 29,000 | -17.4% | 0.10% | -12.0% |
| Q1 2015 | $4,000,000 | -16.5% | 35,100 | -18.2% | 0.12% | -20.9% |
| Q4 2014 | $4,788,000 | -11.8% | 42,900 | -15.6% | 0.15% | -19.6% |
| Q3 2014 | $5,426,000 | +73.1% | 50,800 | +70.5% | 0.18% | +73.6% |
| Q2 2014 | $3,135,000 | -10.3% | 29,800 | -14.9% | 0.11% | -16.5% |
| Q1 2014 | $3,494,000 | +21.2% | 35,000 | +19.9% | 0.13% | +16.5% |
| Q4 2013 | $2,884,000 | +1.2% | 29,200 | -8.5% | 0.11% | -5.2% |
| Q3 2013 | $2,851,000 | +91.7% | 31,900 | +80.2% | 0.12% | +91.7% |
| Q2 2013 | $1,487,000 | -57.7% | 17,700 | -58.5% | 0.06% | -58.3% |
| Q1 2013 | $3,518,000 | +53.3% | 42,700 | +40.9% | 0.14% | +41.2% |
| Q4 2012 | $2,295,000 | +34.6% | 30,300 | +38.4% | 0.10% | +34.2% |
| Q3 2012 | $1,705,000 | +34.0% | 21,900 | +26.6% | 0.08% | +26.7% |
| Q2 2012 | $1,272,000 | -37.0% | 17,300 | -35.4% | 0.06% | -34.1% |
| Q1 2012 | $2,020,000 | +71.2% | 26,800 | +53.1% | 0.09% | +51.7% |
| Q4 2011 | $1,180,000 | -24.1% | 17,500 | -31.1% | 0.06% | -32.6% |
| Q3 2011 | $1,555,000 | -99.9% | 25,400 | -8.6% | 0.09% | -93.3% |
| Q2 2011 | $1,931,544,000 | -28.8% | 27,800 | -29.6% | 1.33% | -28.0% |
| Q1 2011 | $2,713,650,000 | +21.2% | 39,500 | +15.8% | 1.85% | +21.7% |
| Q4 2010 | $2,238,324,000 | +14.6% | 34,100 | +3.6% | 1.52% | +14.9% |
| Q3 2010 | $1,953,273,000 | +16.8% | 32,900 | +4.1% | 1.32% | +9.2% |
| Q2 2010 | $1,672,904,000 | – | 31,600 | – | 1.21% | – |
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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% |