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 | $609,691 | -9.1% | 8,911 | -6.3% | 0.05% | -3.9% |
| Q2 2023 | $670,546 | +2.5% | 9,514 | -7.1% | 0.05% | -1.9% |
| Q1 2023 | $654,426 | -0.5% | 10,243 | -8.9% | 0.05% | -1.9% |
| Q4 2022 | $657,716 | -10.1% | 11,243 | -11.2% | 0.05% | -15.9% |
| Q3 2022 | $732,000 | -7.2% | 12,659 | -3.1% | 0.06% | 0.0% |
| Q2 2022 | $789,000 | -24.0% | 13,064 | -3.9% | 0.06% | -32.3% |
| Q1 2022 | $1,038,000 | -50.2% | 13,593 | -45.5% | 0.09% | -47.5% |
| Q4 2021 | $2,086,000 | -5.0% | 24,934 | -16.0% | 0.18% | -13.7% |
| Q3 2021 | $2,195,000 | -0.8% | 29,689 | -2.4% | 0.20% | -0.5% |
| Q2 2021 | $2,213,000 | -0.7% | 30,428 | -11.1% | 0.21% | -5.1% |
| Q1 2021 | $2,229,000 | -5.1% | 34,226 | -7.0% | 0.22% | -7.7% |
| Q4 2020 | $2,349,000 | +11.9% | 36,810 | +305.0% | 0.24% | +1.3% |
| Q3 2020 | $2,100,000 | +17.3% | 9,090 | +5.4% | 0.23% | +12.1% |
| Q2 2020 | $1,790,000 | +67.0% | 8,625 | +32.8% | 0.21% | +42.8% |
| Q1 2020 | $1,072,000 | -15.4% | 6,495 | -0.8% | 0.14% | +4.3% |
| Q4 2019 | $1,267,000 | +6.2% | 6,545 | -1.2% | 0.14% | 0.0% |
| Q3 2019 | $1,193,000 | -0.7% | 6,626 | -1.2% | 0.14% | -0.7% |
| Q2 2019 | $1,202,000 | +1.7% | 6,705 | -2.2% | 0.14% | -1.4% |
| Q1 2019 | $1,182,000 | +11.2% | 6,855 | -2.8% | 0.14% | +0.7% |
| Q4 2018 | $1,063,000 | -16.2% | 7,055 | -1.4% | 0.14% | -2.1% |
| Q3 2018 | $1,269,000 | +7.5% | 7,158 | -1.5% | 0.14% | +1.4% |
| Q2 2018 | $1,181,000 | +3.6% | 7,265 | -1.2% | 0.14% | +1.4% |
| Q1 2018 | $1,140,000 | +0.4% | 7,353 | -1.0% | 0.14% | +6.1% |
| Q4 2017 | $1,135,000 | +6.1% | 7,428 | -0.4% | 0.13% | +2.3% |
| Q3 2017 | $1,070,000 | -1.0% | 7,458 | -5.5% | 0.13% | -0.8% |
| Q2 2017 | $1,081,000 | +2.4% | 7,894 | -1.7% | 0.13% | +5.7% |
| Q1 2017 | $1,056,000 | -3.0% | 8,031 | -10.1% | 0.12% | +2.5% |
| Q4 2016 | $1,089,000 | -16.4% | 8,936 | -16.6% | 0.12% | -18.9% |
| Q3 2016 | $1,303,000 | -0.2% | 10,711 | -4.3% | 0.15% | -2.6% |
| Q2 2016 | $1,305,000 | +0.1% | 11,191 | -0.6% | 0.15% | -4.4% |
| Q1 2016 | $1,304,000 | -10.8% | 11,259 | -10.8% | 0.16% | -13.6% |
| Q4 2015 | $1,462,000 | +6.9% | 12,629 | -0.4% | 0.18% | +1.7% |
| Q3 2015 | $1,367,000 | -9.8% | 12,684 | -4.7% | 0.18% | -1.6% |
| Q2 2015 | $1,515,000 | -1.6% | 13,306 | -1.5% | 0.18% | -1.6% |
| Q1 2015 | $1,539,000 | +1.1% | 13,511 | -1.0% | 0.19% | -1.6% |
| Q4 2014 | $1,523,000 | +3.9% | 13,648 | -0.5% | 0.19% | +1.1% |
| Q3 2014 | $1,466,000 | +2.0% | 13,723 | +0.4% | 0.19% | +4.4% |
| Q2 2014 | $1,437,000 | +5.7% | 13,665 | +0.3% | 0.18% | +2.9% |
| Q1 2014 | $1,360,000 | +0.4% | 13,625 | -0.6% | 0.18% | -0.6% |
| Q4 2013 | $1,354,000 | +4.3% | 13,705 | -5.6% | 0.18% | -3.3% |
| Q3 2013 | $1,298,000 | +5.9% | 14,523 | -0.5% | 0.18% | +2.8% |
| Q2 2013 | $1,226,000 | +13.4% | 14,593 | +11.2% | 0.18% | +7.3% |
| Q1 2013 | $1,081,000 | – | 13,128 | – | 0.16% | – |
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% |