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 | $58,687 | +154.9% | 857,746 | +162.6% | 0.22% | +173.8% |
| Q2 2023 | $23,022 | +9.8% | 326,645 | -0.4% | 0.08% | -7.0% |
| Q1 2023 | $20,959 | +3.5% | 328,048 | -5.3% | 0.09% | +8.9% |
| Q4 2022 | $20,255 | -99.9% | 346,242 | +9.4% | 0.08% | +1.3% |
| Q3 2022 | $18,301,000 | -4.5% | 316,353 | +0.6% | 0.08% | -10.3% |
| Q2 2022 | $19,165,000 | -24.2% | 314,548 | -5.0% | 0.09% | -19.4% |
| Q1 2022 | $25,287,000 | -9.7% | 331,072 | -1.1% | 0.11% | -0.9% |
| Q4 2021 | $28,007,000 | +23.6% | 334,731 | +9.2% | 0.11% | +12.4% |
| Q3 2021 | $22,657,000 | +8.8% | 306,554 | +7.1% | 0.10% | +5.4% |
| Q2 2021 | $20,820,000 | +8.9% | 286,258 | -2.5% | 0.09% | -1.1% |
| Q1 2021 | $19,112,000 | -7.2% | 293,534 | -9.0% | 0.09% | -6.1% |
| Q4 2020 | $20,591,000 | +8.4% | 322,641 | +292.4% | 0.10% | -8.3% |
| Q3 2020 | $18,998,000 | -33.3% | 82,214 | -40.1% | 0.11% | -40.0% |
| Q2 2020 | $28,500,000 | -3.9% | 137,355 | -23.6% | 0.18% | -23.4% |
| Q1 2020 | $29,663,000 | +16.5% | 179,719 | +36.6% | 0.24% | +40.7% |
| Q4 2019 | $25,469,000 | +11.3% | 131,526 | +3.5% | 0.17% | 0.0% |
| Q3 2019 | $22,887,000 | +4.4% | 127,129 | +4.0% | 0.17% | -0.6% |
| Q2 2019 | $21,920,000 | +5.5% | 122,292 | +1.5% | 0.17% | -1.8% |
| Q1 2019 | $20,772,000 | -39.3% | 120,512 | -47.0% | 0.17% | -48.2% |
| Q4 2018 | $34,229,000 | -16.7% | 227,175 | -2.1% | 0.33% | -6.8% |
| Q3 2018 | $41,114,000 | +13.0% | 232,057 | +3.8% | 0.35% | +1.1% |
| Q2 2018 | $36,368,000 | +29.5% | 223,651 | +23.5% | 0.35% | +23.7% |
| Q1 2018 | $28,081,000 | +4.3% | 181,087 | +2.8% | 0.28% | +1.1% |
| Q4 2017 | $26,912,000 | -5.5% | 176,160 | -11.3% | 0.28% | -13.8% |
| Q3 2017 | $28,482,000 | +75.7% | 198,591 | +67.6% | 0.32% | +60.9% |
| Q2 2017 | $16,215,000 | -7.7% | 118,490 | -11.3% | 0.20% | -13.7% |
| Q1 2017 | $17,576,000 | -58.7% | 133,640 | -61.8% | 0.23% | -63.6% |
| Q4 2016 | $42,608,000 | +64.7% | 349,847 | +64.5% | 0.64% | +41.0% |
| Q3 2016 | $25,867,000 | -34.1% | 212,615 | -36.8% | 0.46% | -43.0% |
| Q2 2016 | $39,242,000 | +315.4% | 336,616 | +312.9% | 0.80% | +223.9% |
| Q1 2016 | $9,447,000 | +75.1% | 81,517 | +75.0% | 0.25% | +77.7% |
| Q4 2015 | $5,395,000 | +51.2% | 46,586 | +40.7% | 0.14% | +37.6% |
| Q3 2015 | $3,569,000 | -99.9% | 33,109 | +1.2% | 0.10% | +29.5% |
| Q2 2015 | $3,726,913,000 | +118667.1% | 32,732 | +18.8% | 0.08% | +34.5% |
| Q1 2015 | $3,138,000 | -99.9% | 27,541 | -8.9% | 0.06% | -13.4% |
| Q4 2014 | $3,373,230,000 | +9.6% | 30,226 | +4.9% | 0.07% | +4.7% |
| Q3 2014 | $3,079,166,000 | -0.7% | 28,826 | -2.2% | 0.06% | -5.9% |
| Q2 2014 | $3,100,854,000 | +10.8% | 29,479 | +5.2% | 0.07% | 0.0% |
| Q1 2014 | $2,797,421,000 | +19.7% | 28,019 | +18.4% | 0.07% | +9.7% |
| Q4 2013 | $2,337,078,000 | +16.4% | 23,667 | +5.3% | 0.06% | +3.3% |
| Q3 2013 | $2,008,345,000 | – | 22,475 | – | 0.06% | – |
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% |