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 | $610,991 | +92614.9% | 8,930 | -4.5% | 0.10% | -6.6% |
| Q2 2023 | $659 | +10.4% | 9,348 | 0.0% | 0.11% | +3.9% |
| Q1 2023 | $597 | +4.6% | 9,348 | -4.2% | 0.10% | -1.9% |
| Q4 2022 | $571 | -99.9% | 9,753 | -1.3% | 0.10% | -7.1% |
| Q3 2022 | $571,000 | -4.2% | 9,878 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $596,000 | -27.1% | 9,878 | -7.7% | 0.11% | -13.1% |
| Q1 2022 | $817,000 | -9.0% | 10,703 | -0.2% | 0.13% | 0.0% |
| Q4 2021 | $898,000 | +12.0% | 10,728 | -1.2% | 0.13% | +3.2% |
| Q3 2021 | $802,000 | +1.6% | 10,853 | 0.0% | 0.13% | +1.6% |
| Q2 2021 | $789,000 | +0.4% | 10,853 | -10.1% | 0.12% | -6.1% |
| Q1 2021 | $786,000 | -2.2% | 12,078 | -4.1% | 0.13% | -7.7% |
| Q4 2020 | $804,000 | +9.2% | 12,593 | +295.1% | 0.14% | -3.4% |
| Q3 2020 | $736,000 | +9.2% | 3,187 | -1.8% | 0.15% | -0.7% |
| Q2 2020 | $674,000 | +23.4% | 3,247 | -1.8% | 0.15% | +1.4% |
| Q1 2020 | $546,000 | -15.6% | 3,307 | -1.0% | 0.15% | +7.3% |
| Q4 2019 | $647,000 | +5.0% | 3,342 | -2.3% | 0.14% | -3.5% |
| Q3 2019 | $616,000 | -0.8% | 3,422 | -1.2% | 0.14% | -1.4% |
| Q2 2019 | $621,000 | +4.0% | 3,462 | 0.0% | 0.14% | -1.4% |
| Q1 2019 | $597,000 | +11.2% | 3,462 | -2.8% | 0.15% | -2.7% |
| Q4 2018 | $537,000 | -21.3% | 3,562 | -7.4% | 0.15% | -6.2% |
| Q3 2018 | $682,000 | +8.3% | 3,847 | -0.6% | 0.16% | 0.0% |
| Q2 2018 | $630,000 | -4.4% | 3,872 | -8.8% | 0.16% | -5.3% |
| Q1 2018 | $659,000 | +1.5% | 4,247 | 0.0% | 0.17% | +2.4% |
| Q4 2017 | $649,000 | +3.5% | 4,247 | -2.9% | 0.16% | -1.2% |
| Q3 2017 | $627,000 | -8.9% | 4,372 | -13.0% | 0.17% | -10.2% |
| Q2 2017 | $688,000 | +3.0% | 5,027 | -1.0% | 0.19% | +1.1% |
| Q1 2017 | $668,000 | +6.5% | 5,077 | -1.5% | 0.18% | 0.0% |
| Q4 2016 | $627,000 | +8.5% | 5,152 | +8.4% | 0.18% | +3.4% |
| Q3 2016 | $578,000 | 0.0% | 4,754 | -4.0% | 0.18% | +1.1% |
| Q2 2016 | $578,000 | +1.8% | 4,954 | +1.1% | 0.18% | -2.8% |
| Q1 2016 | $568,000 | -0.7% | 4,899 | -0.9% | 0.18% | 0.0% |
| Q4 2015 | $572,000 | +5.7% | 4,943 | -1.5% | 0.18% | -2.2% |
| Q3 2015 | $541,000 | -11.5% | 5,018 | -6.5% | 0.18% | -7.5% |
| Q2 2015 | $611,000 | -0.2% | 5,367 | 0.0% | 0.20% | -0.5% |
| Q1 2015 | $612,000 | +2.2% | 5,367 | 0.0% | 0.20% | +2.0% |
| Q4 2014 | $599,000 | +5.5% | 5,367 | +1.0% | 0.20% | +2.6% |
| Q3 2014 | $568,000 | +1.1% | 5,316 | -0.5% | 0.19% | +2.7% |
| Q2 2014 | $562,000 | +5.4% | 5,341 | 0.0% | 0.19% | -1.1% |
| Q1 2014 | $533,000 | +0.6% | 5,341 | -0.4% | 0.19% | +2.7% |
| Q4 2013 | $530,000 | +10.6% | 5,365 | 0.0% | 0.18% | +0.5% |
| Q3 2013 | $479,000 | +5.5% | 5,365 | -0.8% | 0.18% | -1.6% |
| Q2 2013 | $454,000 | – | 5,410 | – | 0.19% | – |
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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% |