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 | $6,465,724 | -4.9% | 94,500 | -2.0% | 0.07% | -2.8% |
| Q2 2023 | $6,797,126 | +9.1% | 96,440 | -1.1% | 0.07% | +2.9% |
| Q1 2023 | $6,227,385 | -1.9% | 97,470 | -10.2% | 0.07% | -6.7% |
| Q4 2022 | $6,349,500 | +16.6% | 108,538 | +15.3% | 0.08% | +5.6% |
| Q3 2022 | $5,444,000 | -15.5% | 94,098 | -11.9% | 0.07% | -12.3% |
| Q2 2022 | $6,446,000 | -10.4% | 106,807 | +13.4% | 0.08% | +3.8% |
| Q1 2022 | $7,195,000 | +5.8% | 94,198 | +15.9% | 0.08% | +6.8% |
| Q4 2021 | $6,803,000 | +11.6% | 81,287 | -1.4% | 0.07% | +2.8% |
| Q3 2021 | $6,094,000 | +9.1% | 82,452 | +7.3% | 0.07% | +7.6% |
| Q2 2021 | $5,586,000 | +10.9% | 76,808 | -0.7% | 0.07% | +3.1% |
| Q1 2021 | $5,038,000 | +61.0% | 77,375 | +57.7% | 0.06% | +33.3% |
| Q4 2020 | $3,130,000 | -29.3% | 49,063 | +156.1% | 0.05% | -37.7% |
| Q3 2020 | $4,427,000 | -60.8% | 19,156 | -64.8% | 0.08% | -63.5% |
| Q2 2020 | $11,292,000 | +19.0% | 54,422 | -5.2% | 0.21% | +14.1% |
| Q1 2020 | $9,486,000 | -21.1% | 57,433 | -7.5% | 0.18% | -4.6% |
| Q4 2019 | $12,026,000 | +10.1% | 62,106 | +2.4% | 0.19% | -1.0% |
| Q3 2019 | $10,923,000 | +1.4% | 60,673 | +1.0% | 0.20% | -2.5% |
| Q2 2019 | $10,769,000 | +6.4% | 60,083 | +2.3% | 0.20% | +15.5% |
| Q1 2019 | $10,124,000 | +15.8% | 58,737 | +1.3% | 0.17% | +2.4% |
| Q4 2018 | $8,739,000 | -11.3% | 58,001 | +4.3% | 0.17% | -2.9% |
| Q3 2018 | $9,853,000 | +4.8% | 55,615 | -3.9% | 0.18% | -4.9% |
| Q2 2018 | $9,406,000 | +16.2% | 57,845 | +10.8% | 0.18% | +10.2% |
| Q1 2018 | $8,098,000 | +2.8% | 52,220 | +1.3% | 0.17% | +1.2% |
| Q4 2017 | $7,876,000 | +5.0% | 51,551 | -1.5% | 0.16% | +12.2% |
| Q3 2017 | $7,502,000 | +13.9% | 52,312 | +8.7% | 0.15% | -1.3% |
| Q2 2017 | $6,588,000 | +10.7% | 48,141 | +6.4% | 0.15% | +3.5% |
| Q1 2017 | $5,953,000 | +16.9% | 45,266 | +8.2% | 0.14% | +24.1% |
| Q4 2016 | $5,094,000 | +386.5% | 41,830 | +385.8% | 0.12% | +346.2% |
| Q3 2016 | $1,047,000 | +627.1% | 8,610 | +593.8% | 0.03% | +550.0% |
| Q2 2016 | $144,000 | +14.3% | 1,241 | +12.5% | 0.00% | 0.0% |
| Q1 2016 | $126,000 | +26.0% | 1,103 | +26.5% | 0.00% | +33.3% |
| Q4 2015 | $100,000 | +127.3% | 872 | +110.1% | 0.00% | +50.0% |
| Q3 2015 | $44,000 | -77.3% | 415 | -75.7% | 0.00% | -66.7% |
| Q2 2015 | $194,000 | -43.4% | 1,710 | -43.4% | 0.01% | -45.5% |
| Q1 2015 | $343,000 | -13.4% | 3,023 | -15.0% | 0.01% | -15.4% |
| Q4 2014 | $396,000 | -9.4% | 3,557 | -13.2% | 0.01% | -13.3% |
| Q3 2014 | $437,000 | +68.1% | 4,098 | +65.4% | 0.02% | +66.7% |
| Q2 2014 | $260,000 | -30.3% | 2,478 | -33.8% | 0.01% | -30.8% |
| Q1 2014 | $373,000 | +24.7% | 3,741 | +23.1% | 0.01% | +18.2% |
| Q4 2013 | $299,000 | +16.8% | 3,039 | +5.7% | 0.01% | -8.3% |
| Q3 2013 | $256,000 | +19.6% | 2,876 | +12.4% | 0.01% | +20.0% |
| Q2 2013 | $214,000 | – | 2,558 | – | 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% |