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 | $2,529,213 | -5.0% | 36,966 | -2.2% | 0.00% | 0.0% |
| Q2 2023 | $2,663,227 | +28.3% | 37,787 | +16.3% | 0.00% | +50.0% |
| Q1 2023 | $2,076,297 | -15.3% | 32,498 | -22.4% | 0.00% | -33.3% |
| Q4 2022 | $2,451,325 | +3.0% | 41,903 | +1.9% | 0.00% | 0.0% |
| Q3 2022 | $2,379,000 | +6.0% | 41,116 | +10.5% | 0.00% | 0.0% |
| Q2 2022 | $2,245,000 | -15.0% | 37,195 | +7.6% | 0.00% | 0.0% |
| Q1 2022 | $2,640,000 | -15.8% | 34,558 | -7.8% | 0.00% | 0.0% |
| Q4 2021 | $3,137,000 | +15.8% | 37,491 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $2,708,000 | -26.4% | 36,640 | -27.6% | 0.00% | -25.0% |
| Q2 2021 | $3,680,000 | +1.5% | 50,600 | -9.1% | 0.00% | 0.0% |
| Q1 2021 | $3,626,000 | -12.9% | 55,687 | -14.6% | 0.00% | -33.3% |
| Q4 2020 | $4,163,000 | -4.5% | 65,225 | +245.6% | 0.01% | -14.3% |
| Q3 2020 | $4,361,000 | +1.3% | 18,874 | -9.1% | 0.01% | 0.0% |
| Q2 2020 | $4,307,000 | +22.1% | 20,756 | -2.9% | 0.01% | -12.5% |
| Q1 2020 | $3,526,000 | -33.5% | 21,366 | -21.9% | 0.01% | -11.1% |
| Q4 2019 | $5,300,000 | +9.0% | 27,369 | +1.4% | 0.01% | 0.0% |
| Q3 2019 | $4,861,000 | +6.6% | 27,002 | +6.2% | 0.01% | 0.0% |
| Q2 2019 | $4,559,000 | -1.8% | 25,437 | -5.5% | 0.01% | 0.0% |
| Q1 2019 | $4,641,000 | +107.3% | 26,926 | +81.2% | 0.01% | +80.0% |
| Q4 2018 | $2,239,000 | -22.2% | 14,857 | -8.5% | 0.01% | 0.0% |
| Q3 2018 | $2,878,000 | +6.8% | 16,242 | -2.0% | 0.01% | -16.7% |
| Q2 2018 | $2,694,000 | +1.5% | 16,568 | -3.2% | 0.01% | 0.0% |
| Q1 2018 | $2,655,000 | -8.8% | 17,123 | -10.1% | 0.01% | -14.3% |
| Q4 2017 | $2,911,000 | +8.4% | 19,055 | +1.7% | 0.01% | 0.0% |
| Q3 2017 | $2,686,000 | +8.3% | 18,731 | +3.3% | 0.01% | 0.0% |
| Q2 2017 | $2,481,000 | +4.1% | 18,127 | +0.1% | 0.01% | 0.0% |
| Q1 2017 | $2,383,000 | +12.5% | 18,117 | +4.1% | 0.01% | +16.7% |
| Q4 2016 | $2,119,000 | +1.6% | 17,401 | +1.5% | 0.01% | 0.0% |
| Q3 2016 | $2,085,000 | -4.3% | 17,142 | -8.2% | 0.01% | -14.3% |
| Q2 2016 | $2,178,000 | +26.7% | 18,681 | +25.9% | 0.01% | +16.7% |
| Q1 2016 | $1,719,000 | -12.0% | 14,837 | -12.0% | 0.01% | +20.0% |
| Q4 2015 | $1,953,000 | +7.7% | 16,862 | +0.3% | 0.01% | 0.0% |
| Q3 2015 | $1,813,000 | -6.2% | 16,817 | -0.9% | 0.01% | 0.0% |
| Q2 2015 | $1,932,000 | -6.7% | 16,966 | -6.6% | 0.01% | -16.7% |
| Q1 2015 | $2,071,000 | -1.7% | 18,171 | -3.7% | 0.01% | -14.3% |
| Q4 2014 | $2,107,000 | -5.2% | 18,877 | -9.3% | 0.01% | -22.2% |
| Q3 2014 | $2,223,000 | +3.9% | 20,809 | +2.3% | 0.01% | 0.0% |
| Q2 2014 | $2,140,000 | +35.7% | 20,342 | +28.8% | 0.01% | +28.6% |
| Q1 2014 | $1,577,000 | +20.7% | 15,796 | +19.3% | 0.01% | +16.7% |
| Q4 2013 | $1,307,000 | +24.7% | 13,240 | +12.9% | 0.01% | 0.0% |
| Q3 2013 | $1,048,000 | – | 11,727 | – | 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% |