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 | $6,122,290 | -14.2% | 89,481 | -11.6% | 0.00% | 0.0% |
| Q2 2023 | $7,132,787 | +9.5% | 101,203 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $6,511,222 | +2.1% | 101,913 | -6.5% | 0.00% | 0.0% |
| Q4 2022 | $6,376,559 | +39.4% | 109,001 | +37.8% | 0.00% | +50.0% |
| Q3 2022 | $4,575,000 | -46.6% | 79,092 | -44.3% | 0.00% | -50.0% |
| Q2 2022 | $8,569,000 | +71.4% | 141,986 | +116.9% | 0.00% | +100.0% |
| Q1 2022 | $5,000,000 | +9.5% | 65,468 | +19.9% | 0.00% | 0.0% |
| Q4 2021 | $4,567,000 | -28.7% | 54,589 | -37.0% | 0.00% | -33.3% |
| Q3 2021 | $6,402,000 | +19.0% | 86,624 | +17.1% | 0.00% | +50.0% |
| Q2 2021 | $5,381,000 | +11.8% | 73,983 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $4,814,000 | +2.1% | 73,941 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $4,715,000 | +11.3% | 73,881 | +302.8% | 0.00% | 0.0% |
| Q3 2020 | $4,238,000 | -36.6% | 18,341 | -43.1% | 0.00% | -50.0% |
| Q2 2020 | $6,686,000 | +32.4% | 32,224 | +5.3% | 0.00% | 0.0% |
| Q1 2020 | $5,050,000 | -18.1% | 30,597 | -3.9% | 0.00% | 0.0% |
| Q4 2019 | $6,165,000 | +24.6% | 31,837 | +15.9% | 0.00% | +33.3% |
| Q3 2019 | $4,946,000 | -4.1% | 27,475 | -4.5% | 0.00% | 0.0% |
| Q2 2019 | $5,155,000 | -2.1% | 28,758 | -5.8% | 0.00% | 0.0% |
| Q1 2019 | $5,263,000 | +200.2% | 30,533 | +162.4% | 0.00% | +200.0% |
| Q4 2018 | $1,753,000 | -34.4% | 11,635 | -22.8% | 0.00% | -50.0% |
| Q3 2018 | $2,671,000 | -2.4% | 15,075 | -10.5% | 0.00% | 0.0% |
| Q2 2018 | $2,738,000 | +0.3% | 16,836 | -4.4% | 0.00% | 0.0% |
| Q1 2018 | $2,730,000 | -0.3% | 17,605 | -1.8% | 0.00% | 0.0% |
| Q4 2017 | $2,738,000 | -82.8% | 17,924 | -83.9% | 0.00% | -83.3% |
| Q3 2017 | $15,957,000 | +486.4% | 111,259 | +459.6% | 0.01% | +500.0% |
| Q2 2017 | $2,721,000 | +18.2% | 19,883 | +13.6% | 0.00% | 0.0% |
| Q1 2017 | $2,302,000 | +4.3% | 17,501 | -3.5% | 0.00% | 0.0% |
| Q4 2016 | $2,208,000 | +320.6% | 18,127 | +319.8% | 0.00% | – |
| Q3 2016 | $525,000 | +3.6% | 4,318 | -0.8% | 0.00% | – |
| Q2 2016 | $507,000 | -5.2% | 4,353 | -5.7% | 0.00% | – |
| Q1 2016 | $535,000 | +3.3% | 4,618 | +3.3% | 0.00% | – |
| Q4 2015 | $518,000 | -1.0% | 4,470 | -7.8% | 0.00% | – |
| Q3 2015 | $523,000 | +1.2% | 4,850 | +6.8% | 0.00% | – |
| Q2 2015 | $517,000 | 0.0% | 4,540 | 0.0% | 0.00% | – |
| Q1 2015 | $517,000 | +1192.5% | 4,540 | +1035.0% | 0.00% | – |
| Q1 2014 | $40,000 | – | 400 | – | 0.00% | – |
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% |