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 | $1,241,528 | -1.8% | 18,145 | +1.1% | 0.12% | 0.0% |
| Q2 2023 | $1,264,663 | +9.1% | 17,944 | -1.1% | 0.12% | +3.6% |
| Q1 2023 | $1,159,113 | +65.9% | 18,142 | +51.9% | 0.11% | +56.3% |
| Q4 2022 | $698,780 | -13.1% | 11,944 | -14.1% | 0.07% | -21.1% |
| Q3 2022 | $804,000 | -14.3% | 13,901 | -10.6% | 0.09% | -10.0% |
| Q2 2022 | $938,000 | -21.9% | 15,542 | -1.1% | 0.10% | -11.5% |
| Q1 2022 | $1,201,000 | -9.4% | 15,722 | -0.7% | 0.11% | -5.8% |
| Q4 2021 | $1,325,000 | +2.2% | 15,838 | -9.7% | 0.12% | -6.2% |
| Q3 2021 | $1,296,000 | -1.7% | 17,540 | -3.2% | 0.13% | -4.5% |
| Q2 2021 | $1,318,000 | +1.9% | 18,124 | -8.8% | 0.13% | -3.6% |
| Q1 2021 | $1,294,000 | -9.7% | 19,879 | -11.5% | 0.14% | -15.8% |
| Q4 2020 | $1,433,000 | +6.6% | 22,456 | +286.0% | 0.16% | -8.3% |
| Q3 2020 | $1,344,000 | -0.7% | 5,817 | -10.9% | 0.18% | -7.2% |
| Q2 2020 | $1,354,000 | +22.0% | 6,526 | -3.0% | 0.19% | +4.3% |
| Q1 2020 | $1,110,000 | -15.8% | 6,726 | -1.2% | 0.19% | +14.8% |
| Q4 2019 | $1,319,000 | +7.0% | 6,810 | -0.6% | 0.16% | -0.6% |
| Q3 2019 | $1,233,000 | +2.2% | 6,850 | +1.8% | 0.16% | +1.2% |
| Q2 2019 | $1,206,000 | +1.9% | 6,730 | -2.0% | 0.16% | -3.0% |
| Q1 2019 | $1,184,000 | +5.8% | 6,869 | -7.5% | 0.17% | -6.2% |
| Q4 2018 | $1,119,000 | -19.0% | 7,425 | -4.8% | 0.18% | -2.7% |
| Q3 2018 | $1,382,000 | +8.7% | 7,802 | -0.1% | 0.18% | +89.6% |
| Q2 2018 | $1,271,000 | +8.2% | 7,813 | +3.0% | 0.10% | -44.5% |
| Q1 2018 | $1,175,000 | +1.6% | 7,582 | +0.2% | 0.17% | +4.2% |
| Q4 2017 | $1,156,000 | +6.8% | 7,570 | +0.4% | 0.17% | +5.7% |
| Q3 2017 | $1,082,000 | +2.8% | 7,539 | -2.0% | 0.16% | -1.9% |
| Q2 2017 | $1,053,000 | +4.5% | 7,693 | +0.4% | 0.16% | -1.2% |
| Q1 2017 | $1,008,000 | +2.6% | 7,665 | -4.9% | 0.16% | -3.0% |
| Q4 2016 | $982,000 | -3.5% | 8,064 | -3.6% | 0.17% | -5.1% |
| Q3 2016 | $1,018,000 | -2.6% | 8,362 | -6.7% | 0.18% | -8.3% |
| Q2 2016 | $1,045,000 | -12.3% | 8,962 | -12.8% | 0.19% | -21.6% |
| Q1 2016 | $1,191,000 | -32.6% | 10,277 | -32.6% | 0.24% | -34.0% |
| Q4 2015 | $1,766,000 | +38.1% | 15,245 | +28.5% | 0.37% | +24.9% |
| Q3 2015 | $1,279,000 | +4.3% | 11,864 | +10.2% | 0.30% | +13.8% |
| Q2 2015 | $1,226,000 | -3.2% | 10,769 | -3.2% | 0.26% | -2.6% |
| Q1 2015 | $1,267,000 | -56.8% | 11,122 | -57.7% | 0.27% | -14.9% |
| Q4 2014 | $2,934,000 | +21.6% | 26,284 | +16.4% | 0.32% | -39.9% |
| Q3 2014 | $2,413,000 | +30.3% | 22,589 | +28.3% | 0.52% | +30.3% |
| Q2 2014 | $1,852,000 | -36.2% | 17,600 | -39.5% | 0.40% | -42.8% |
| Q1 2014 | $2,902,000 | +26.8% | 29,067 | +25.5% | 0.70% | +19.0% |
| Q4 2013 | $2,288,000 | +139.1% | 23,164 | +116.3% | 0.59% | +118.1% |
| Q3 2013 | $957,000 | +9.1% | 10,708 | +2.6% | 0.27% | +4.6% |
| Q2 2013 | $877,000 | – | 10,436 | – | 0.26% | – |
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% |