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 | $7,714,971 | -2.8% | 112,759 | +0.1% | 0.30% | +1.3% |
| Q2 2023 | $7,938,938 | +10.3% | 112,641 | 0.0% | 0.30% | +4.5% |
| Q1 2023 | $7,196,633 | -28.8% | 112,641 | -34.8% | 0.29% | -31.1% |
| Q4 2022 | $10,101,137 | +0.3% | 172,669 | -0.8% | 0.42% | -8.6% |
| Q3 2022 | $10,074,000 | -2.1% | 174,140 | +2.2% | 0.45% | +3.2% |
| Q2 2022 | $10,288,000 | -24.7% | 170,466 | -4.7% | 0.44% | -15.1% |
| Q1 2022 | $13,657,000 | +1.2% | 178,804 | +10.8% | 0.52% | +2.8% |
| Q4 2021 | $13,499,000 | +13.0% | 161,331 | -0.2% | 0.50% | 0.0% |
| Q3 2021 | $11,950,000 | +358.4% | 161,686 | +351.1% | 0.50% | +330.8% |
| Q2 2021 | $2,607,000 | +42.8% | 35,843 | +27.9% | 0.12% | +34.5% |
| Q1 2021 | $1,825,000 | +2.2% | 28,024 | +0.2% | 0.09% | -5.4% |
| Q4 2020 | $1,785,000 | +8.1% | 27,968 | +291.4% | 0.09% | -7.1% |
| Q3 2020 | $1,651,000 | +8.0% | 7,145 | -3.0% | 0.10% | -1.0% |
| Q2 2020 | $1,529,000 | +23.8% | 7,367 | -1.5% | 0.10% | +6.4% |
| Q1 2020 | $1,235,000 | -15.2% | 7,481 | -0.5% | 0.09% | +5.6% |
| Q4 2019 | $1,456,000 | +6.4% | 7,518 | -1.1% | 0.09% | +3.5% |
| Q3 2019 | $1,369,000 | +0.5% | 7,602 | +0.0% | 0.09% | -2.3% |
| Q2 2019 | $1,362,000 | +0.3% | 7,600 | -3.5% | 0.09% | -3.3% |
| Q1 2019 | $1,358,000 | +13.4% | 7,876 | -0.9% | 0.09% | 0.0% |
| Q4 2018 | $1,198,000 | -21.9% | 7,951 | -8.2% | 0.09% | -12.5% |
| Q3 2018 | $1,534,000 | +5.6% | 8,660 | -3.1% | 0.10% | -1.9% |
| Q2 2018 | $1,453,000 | -7.3% | 8,934 | -11.6% | 0.11% | -10.2% |
| Q1 2018 | $1,567,000 | -2.4% | 10,107 | -3.8% | 0.12% | +0.9% |
| Q4 2017 | $1,605,000 | +0.1% | 10,508 | -6.1% | 0.12% | -7.1% |
| Q3 2017 | $1,604,000 | +4.4% | 11,185 | -0.4% | 0.13% | -1.6% |
| Q2 2017 | $1,537,000 | -1.9% | 11,232 | -5.7% | 0.13% | -7.9% |
| Q1 2017 | $1,566,000 | -7.5% | 11,907 | -14.4% | 0.14% | -10.3% |
| Q4 2016 | $1,693,000 | -2.1% | 13,905 | -2.2% | 0.16% | -14.4% |
| Q3 2016 | $1,730,000 | -3.5% | 14,221 | -7.5% | 0.18% | -9.5% |
| Q2 2016 | $1,792,000 | -7.2% | 15,368 | -7.8% | 0.20% | -10.7% |
| Q1 2016 | $1,931,000 | -4.8% | 16,662 | -4.9% | 0.22% | -11.8% |
| Q4 2015 | $2,028,000 | +6.3% | 17,517 | -1.0% | 0.25% | -2.3% |
| Q3 2015 | $1,907,000 | -3.2% | 17,688 | +2.2% | 0.26% | +4.0% |
| Q2 2015 | $1,971,000 | -0.5% | 17,315 | -0.4% | 0.25% | +0.4% |
| Q1 2015 | $1,980,000 | -7.6% | 17,378 | -9.5% | 0.25% | -7.1% |
| Q4 2014 | $2,142,000 | +0.3% | 19,194 | -4.0% | 0.27% | -5.6% |
| Q3 2014 | $2,136,000 | -0.3% | 19,998 | -1.8% | 0.28% | -0.7% |
| Q2 2014 | $2,143,000 | +8.0% | 20,372 | +2.5% | 0.29% | +3.2% |
| Q1 2014 | $1,984,000 | +2.9% | 19,875 | +1.8% | 0.28% | 0.0% |
| Q4 2013 | $1,928,000 | +11.2% | 19,524 | +0.6% | 0.28% | +0.7% |
| Q3 2013 | $1,734,000 | +5.4% | 19,409 | -0.9% | 0.28% | +8.7% |
| Q2 2013 | $1,645,000 | – | 19,584 | – | 0.25% | – |
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% |