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 | $4,011,601 | +103132.1% | 58,632 | +6.4% | 0.12% | +5.3% |
| Q2 2023 | $3,886 | +2.4% | 55,130 | -7.2% | 0.11% | -5.8% |
| Q1 2023 | $3,794 | +17.2% | 59,388 | +7.3% | 0.12% | +10.1% |
| Q4 2022 | $3,238 | -99.9% | 55,356 | -3.5% | 0.11% | -12.1% |
| Q3 2022 | $3,318,000 | -3.3% | 57,369 | +0.9% | 0.12% | +0.8% |
| Q2 2022 | $3,430,000 | -21.0% | 56,834 | -0.0% | 0.12% | -8.2% |
| Q1 2022 | $4,342,000 | -10.4% | 56,854 | -1.8% | 0.13% | -6.9% |
| Q4 2021 | $4,844,000 | +20.1% | 57,894 | +6.1% | 0.14% | +7.5% |
| Q3 2021 | $4,032,000 | +1.7% | 54,553 | +0.1% | 0.13% | +1.5% |
| Q2 2021 | $3,964,000 | +9.5% | 54,502 | -1.9% | 0.13% | +4.8% |
| Q1 2021 | $3,619,000 | -1.8% | 55,577 | -3.8% | 0.13% | -10.6% |
| Q4 2020 | $3,687,000 | +13.4% | 57,778 | +310.9% | 0.14% | +0.7% |
| Q3 2020 | $3,250,000 | +12.7% | 14,063 | +1.1% | 0.14% | 0.0% |
| Q2 2020 | $2,885,000 | +17.3% | 13,905 | -6.7% | 0.14% | -3.4% |
| Q1 2020 | $2,459,000 | -14.1% | 14,902 | +0.8% | 0.14% | +6.6% |
| Q4 2019 | $2,862,000 | +4.5% | 14,780 | -2.8% | 0.14% | -3.5% |
| Q3 2019 | $2,739,000 | -12.3% | 15,212 | -12.7% | 0.14% | -18.0% |
| Q2 2019 | $3,124,000 | +18.6% | 17,430 | +14.0% | 0.17% | +13.2% |
| Q1 2019 | $2,635,000 | +1.5% | 15,288 | -11.3% | 0.15% | -9.0% |
| Q4 2018 | $2,597,000 | -14.7% | 17,236 | +0.2% | 0.17% | -2.9% |
| Q3 2018 | $3,046,000 | +55.2% | 17,195 | +42.5% | 0.17% | +44.5% |
| Q2 2018 | $1,962,000 | -15.2% | 12,066 | -19.1% | 0.12% | -25.6% |
| Q1 2018 | $2,313,000 | -3.3% | 14,915 | -4.8% | 0.16% | -0.6% |
| Q4 2017 | $2,393,000 | +7.7% | 15,661 | +1.1% | 0.16% | +1.3% |
| Q3 2017 | $2,222,000 | +4.3% | 15,493 | -0.5% | 0.16% | 0.0% |
| Q2 2017 | $2,131,000 | +23.1% | 15,574 | +18.3% | 0.16% | +20.5% |
| Q1 2017 | $1,731,000 | +6.8% | 13,166 | -1.1% | 0.13% | +2.3% |
| Q4 2016 | $1,621,000 | -2.6% | 13,312 | -2.7% | 0.13% | -9.8% |
| Q3 2016 | $1,664,000 | +4.1% | 13,679 | -0.2% | 0.14% | +1.4% |
| Q2 2016 | $1,599,000 | +22.7% | 13,710 | +22.0% | 0.14% | +16.5% |
| Q1 2016 | $1,303,000 | -1.7% | 11,240 | -1.8% | 0.12% | -0.8% |
| Q4 2015 | $1,326,000 | -6.0% | 11,447 | -12.5% | 0.12% | -23.3% |
| Q3 2015 | $1,410,000 | +5.5% | 13,078 | +11.4% | 0.16% | +12.0% |
| Q2 2015 | $1,336,000 | +5.8% | 11,736 | +5.9% | 0.14% | +5.2% |
| Q1 2015 | $1,263,000 | -52.5% | 11,083 | -53.5% | 0.14% | -52.8% |
| Q4 2014 | $2,660,000 | +111.1% | 23,837 | +102.2% | 0.29% | +98.6% |
| Q3 2014 | $1,260,000 | +14.0% | 11,790 | +12.2% | 0.14% | +13.4% |
| Q2 2014 | $1,105,000 | -0.7% | 10,504 | -5.7% | 0.13% | -7.3% |
| Q1 2014 | $1,113,000 | +16.3% | 11,140 | +14.9% | 0.14% | +8.7% |
| Q4 2013 | $957,000 | -2.7% | 9,692 | -12.0% | 0.13% | -16.6% |
| Q3 2013 | $984,000 | -13.0% | 11,016 | -18.2% | 0.15% | -18.4% |
| Q2 2013 | $1,131,000 | – | 13,463 | – | 0.18% | – |
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% |