ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,934,792 | +105.2% | 72,125 | +111.4% | 0.01% | +100.0% |
| Q2 2023 | $2,404,778 | -64.3% | 34,120 | -67.6% | 0.00% | -66.7% |
| Q1 2023 | $6,730,812 | +19.8% | 105,350 | +9.7% | 0.01% | 0.0% |
| Q4 2022 | $5,617,404 | -99.6% | 96,024 | +318.6% | 0.01% | +350.0% |
| Q3 2022 | $1,327,195,000 | -55.8% | 22,942 | -53.9% | 0.00% | -60.0% |
| Q2 2022 | $3,004,223,000 | -64.4% | 49,780 | -54.9% | 0.01% | -54.5% |
| Q1 2022 | $8,433,421,000 | +127.9% | 110,414 | +149.7% | 0.01% | +120.0% |
| Q4 2021 | $3,700,306,000 | +4268.3% | 44,225 | +3299.3% | 0.01% | – |
| Q1 2021 | $84,708,000 | -96.5% | 1,301 | -96.6% | 0.00% | -100.0% |
| Q4 2020 | $2,431,223,000 | -97.6% | 38,095 | -91.1% | 0.01% | -96.5% |
| Q3 2020 | $99,415,238,000 | +1141.8% | 430,220 | +1015.1% | 0.14% | +914.3% |
| Q2 2020 | $8,005,587,000 | -86.3% | 38,583 | -89.1% | 0.01% | -88.3% |
| Q1 2020 | $58,479,856,000 | +1166.0% | 354,316 | +1385.4% | 0.12% | +1400.0% |
| Q4 2019 | $4,619,089,000 | -72.2% | 23,854 | -74.2% | 0.01% | -73.3% |
| Q3 2019 | $16,624,870,000 | -53.2% | 92,345 | -53.4% | 0.03% | -57.7% |
| Q2 2019 | $35,547,952,000 | +148.0% | 198,326 | +138.4% | 0.07% | +129.0% |
| Q1 2019 | $14,335,698,000 | +69.8% | 83,173 | +48.5% | 0.03% | +55.0% |
| Q4 2018 | $8,441,287,000 | +20.6% | 56,025 | +41.8% | 0.02% | +100.0% |
| Q3 2018 | $6,999,987,000 | -52.2% | 39,510 | -56.2% | 0.01% | -58.3% |
| Q2 2018 | $14,655,877,000 | -5.8% | 90,129 | -10.2% | 0.02% | -17.2% |
| Q1 2018 | $15,564,066,000 | +2488.3% | 100,368 | +2184.2% | 0.03% | +1350.0% |
| Q2 2017 | $601,319,000 | -97.2% | 4,394 | -97.3% | 0.00% | -96.5% |
| Q1 2017 | $21,593,612,000 | +2114.1% | 164,185 | +1950.3% | 0.06% | +1040.0% |
| Q4 2016 | $975,294,000 | +51.2% | 8,008 | +51.0% | 0.01% | +66.7% |
| Q3 2016 | $645,163,000 | -94.4% | 5,303 | -94.6% | 0.00% | -94.2% |
| Q2 2016 | $11,452,586,000 | -14.8% | 98,238 | -15.3% | 0.05% | -8.8% |
| Q1 2016 | $13,447,991,000 | +581.3% | 116,041 | +580.8% | 0.06% | +1040.0% |
| Q4 2015 | $1,973,926,000 | -53.9% | 17,046 | -57.1% | 0.01% | -54.5% |
| Q3 2015 | $4,280,307,000 | -84.9% | 39,706 | -84.1% | 0.01% | -86.1% |
| Q2 2015 | $28,390,763,000 | -24.5% | 249,348 | -24.4% | 0.08% | -24.0% |
| Q1 2015 | $37,592,903,000 | +2455.8% | 329,907 | +2403.1% | 0.10% | +1980.0% |
| Q4 2014 | $1,470,888,000 | +91.6% | 13,180 | +83.4% | 0.01% | +400.0% |
| Q3 2014 | $767,715,000 | -88.3% | 7,187 | -88.5% | 0.00% | -83.3% |
| Q2 2014 | $6,565,855,000 | -75.4% | 62,419 | -76.6% | 0.01% | -71.4% |
| Q1 2014 | $26,678,600,000 | +818513.1% | 266,786 | +808342.4% | 0.02% | – |
| Q4 2013 | $3,259,000 | -100.0% | 33 | -100.0% | 0.00% | -100.0% |
| Q3 2013 | $17,413,000,000 | +491.8% | 194,863 | +456.4% | 0.01% | +550.0% |
| Q2 2013 | $2,942,450,000 | – | 35,025 | – | 0.00% | – |
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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% |