ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,003 | -2.9% | 2,353 | 0.0% | 0.09% | +3.3% |
| Q2 2023 | $165,850 | +10.3% | 2,353 | 0.0% | 0.09% | +7.1% |
| Q1 2023 | $150,343 | -79.2% | 2,353 | -81.0% | 0.08% | -79.7% |
| Q4 2022 | $723,888 | -7.4% | 12,374 | -8.4% | 0.41% | -17.1% |
| Q3 2022 | $782,000 | -5.7% | 13,512 | -1.7% | 0.50% | -1.0% |
| Q2 2022 | $829,000 | -19.6% | 13,742 | +1.8% | 0.50% | -9.5% |
| Q1 2022 | $1,031,000 | -14.2% | 13,498 | -6.0% | 0.56% | -10.5% |
| Q4 2021 | $1,201,000 | +7.3% | 14,358 | -5.2% | 0.62% | +1.1% |
| Q3 2021 | $1,119,000 | +2.8% | 15,143 | +1.2% | 0.61% | +8.1% |
| Q2 2021 | $1,088,000 | -15.9% | 14,961 | -24.6% | 0.57% | -19.4% |
| Q1 2021 | $1,293,000 | -0.5% | 19,852 | -2.5% | 0.70% | -11.1% |
| Q4 2020 | $1,300,000 | +13.2% | 20,369 | +310.2% | 0.79% | -6.6% |
| Q3 2020 | $1,148,000 | -1.3% | 4,966 | -11.4% | 0.85% | -2.3% |
| Q2 2020 | $1,163,000 | -17.8% | 5,603 | -34.6% | 0.87% | -24.8% |
| Q1 2020 | $1,414,000 | -13.0% | 8,567 | +2.1% | 1.16% | +48.2% |
| Q4 2019 | $1,625,000 | -13.1% | 8,393 | -19.1% | 0.78% | -1.6% |
| Q3 2019 | $1,869,000 | -56.6% | 10,380 | -57.6% | 0.79% | -4.2% |
| Q2 2019 | $4,304,000 | +97.5% | 24,501 | +93.8% | 0.83% | +1.3% |
| Q1 2019 | $2,179,000 | +13.1% | 12,645 | -1.1% | 0.82% | +11.0% |
| Q4 2018 | $1,927,000 | -13.1% | 12,790 | +2.2% | 0.74% | +10.7% |
| Q3 2018 | $2,218,000 | +2.8% | 12,518 | -5.6% | 0.66% | +6.4% |
| Q2 2018 | $2,157,000 | +3.2% | 13,262 | +3.0% | 0.62% | +2.5% |
| Q1 2018 | $2,091,000 | +7.0% | 12,881 | +0.7% | 0.61% | +12.1% |
| Q4 2017 | $1,954,000 | +6.5% | 12,791 | +0.0% | 0.54% | +12.9% |
| Q3 2017 | $1,834,000 | +3.1% | 12,786 | -1.6% | 0.48% | +3.7% |
| Q2 2017 | $1,779,000 | +5.1% | 12,999 | +1.0% | 0.46% | +8.1% |
| Q1 2017 | $1,693,000 | +8.0% | 12,872 | +0.0% | 0.43% | +13.2% |
| Q4 2016 | $1,567,000 | -35.4% | 12,867 | -35.4% | 0.38% | -37.2% |
| Q3 2016 | $2,424,000 | +4.4% | 19,924 | +0.1% | 0.60% | -1.1% |
| Q2 2016 | $2,321,000 | +0.4% | 19,912 | -0.2% | 0.61% | +6.4% |
| Q1 2016 | $2,312,000 | +9.3% | 19,951 | +9.2% | 0.58% | +25.3% |
| Q4 2015 | $2,116,000 | +3.5% | 18,276 | -3.7% | 0.46% | +7.0% |
| Q3 2015 | $2,045,000 | -4.7% | 18,970 | +0.7% | 0.43% | +12.3% |
| Q2 2015 | $2,145,000 | +1.6% | 18,840 | +1.6% | 0.38% | +2.4% |
| Q1 2015 | $2,112,000 | – | 18,535 | – | 0.37% | – |
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% |