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 | $688,990 | -2.9% | 10,070 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $709,734 | +2.2% | 10,070 | -7.3% | 0.05% | -3.7% |
| Q1 2023 | $694,357 | +9.2% | 10,868 | 0.0% | 0.05% | +3.8% |
| Q4 2022 | $635,778 | +16.9% | 10,868 | +15.5% | 0.05% | +13.0% |
| Q3 2022 | $544,000 | -4.2% | 9,407 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $568,000 | -22.6% | 9,407 | -2.1% | 0.05% | -13.2% |
| Q1 2022 | $734,000 | +14.2% | 9,607 | +25.1% | 0.05% | +17.8% |
| Q4 2021 | $643,000 | +11.1% | 7,682 | -1.9% | 0.04% | +4.7% |
| Q3 2021 | $579,000 | -0.3% | 7,832 | -1.9% | 0.04% | -2.3% |
| Q2 2021 | $581,000 | +13.3% | 7,982 | +1.3% | 0.04% | +4.8% |
| Q1 2021 | $513,000 | +2.0% | 7,882 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $503,000 | -11.9% | 7,882 | +186.3% | 0.04% | -29.5% |
| Q2 2020 | $571,000 | +25.8% | 2,753 | 0.0% | 0.06% | +5.2% |
| Q1 2020 | $454,000 | -14.8% | 2,753 | 0.0% | 0.06% | +3.6% |
| Q4 2019 | $533,000 | +3.9% | 2,753 | -3.4% | 0.06% | -3.4% |
| Q3 2019 | $513,000 | -5.9% | 2,851 | -6.2% | 0.06% | -9.4% |
| Q2 2019 | $545,000 | +4.0% | 3,038 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $524,000 | +14.4% | 3,038 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $458,000 | -14.9% | 3,038 | 0.0% | 0.06% | -4.5% |
| Q3 2018 | $538,000 | +8.0% | 3,038 | -0.9% | 0.07% | +1.5% |
| Q2 2018 | $498,000 | +4.8% | 3,065 | 0.0% | 0.07% | +3.1% |
| Q1 2018 | $475,000 | -0.8% | 3,065 | -2.2% | 0.06% | -1.5% |
| Q4 2017 | $479,000 | +6.4% | 3,135 | 0.0% | 0.06% | +1.6% |
| Q3 2017 | $450,000 | 0.0% | 3,135 | -4.6% | 0.06% | -7.2% |
| Q2 2017 | $450,000 | +3.9% | 3,285 | -0.3% | 0.07% | 0.0% |
| Q1 2017 | $433,000 | +11.3% | 3,295 | +3.1% | 0.07% | +11.3% |
| Q4 2016 | $389,000 | 0.0% | 3,197 | 0.0% | 0.06% | -3.1% |
| Q3 2016 | $389,000 | -4.0% | 3,197 | -8.1% | 0.06% | -7.2% |
| Q2 2016 | $405,000 | +0.5% | 3,477 | 0.0% | 0.07% | -2.8% |
| Q1 2016 | $403,000 | +8.9% | 3,477 | +8.8% | 0.07% | +4.4% |
| Q4 2015 | $370,000 | -4.9% | 3,197 | -11.4% | 0.07% | -9.3% |
| Q3 2015 | $389,000 | -5.4% | 3,607 | 0.0% | 0.08% | -1.3% |
| Q2 2015 | $411,000 | -17.6% | 3,607 | -17.6% | 0.08% | -18.3% |
| Q1 2015 | $499,000 | +2.3% | 4,377 | 0.0% | 0.09% | +1.1% |
| Q4 2014 | $488,000 | +4.3% | 4,377 | 0.0% | 0.09% | +2.2% |
| Q3 2014 | $468,000 | -2.3% | 4,377 | -3.9% | 0.09% | -4.3% |
| Q2 2014 | $479,000 | -5.1% | 4,557 | -9.9% | 0.09% | -7.8% |
| Q1 2014 | $505,000 | +1.2% | 5,057 | 0.0% | 0.10% | -4.7% |
| Q4 2013 | $499,000 | +4.8% | 5,057 | -5.0% | 0.11% | -2.7% |
| Q3 2013 | $476,000 | +6.5% | 5,322 | 0.0% | 0.11% | -5.2% |
| Q2 2013 | $447,000 | – | 5,322 | – | 0.12% | – |
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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% |