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 | $59,352,157 | -3.6% | 867,468 | -0.7% | 1.23% | -1.8% |
| Q2 2023 | $61,576,540 | +5.8% | 873,674 | -4.1% | 1.25% | 0.0% |
| Q1 2023 | $58,207,484 | +9.1% | 911,058 | -0.1% | 1.25% | +1.7% |
| Q4 2022 | $53,369,333 | -0.1% | 912,296 | -1.2% | 1.23% | +14.6% |
| Q3 2022 | $53,424,000 | -5.5% | 923,492 | -1.4% | 1.08% | -2.0% |
| Q2 2022 | $56,539,000 | -22.1% | 936,850 | -1.4% | 1.10% | -14.2% |
| Q1 2022 | $72,571,000 | -10.2% | 950,135 | -1.6% | 1.28% | -8.2% |
| Q4 2021 | $80,791,000 | +10.0% | 965,595 | -2.8% | 1.39% | +3.6% |
| Q3 2021 | $73,433,000 | -0.1% | 993,541 | -1.7% | 1.34% | -0.2% |
| Q2 2021 | $73,543,000 | -1.2% | 1,011,173 | -11.6% | 1.35% | -6.1% |
| Q1 2021 | $74,460,000 | -1.6% | 1,143,603 | -3.5% | 1.44% | -6.8% |
| Q4 2020 | $75,638,000 | +3.6% | 1,185,170 | +275.0% | 1.54% | -7.2% |
| Q3 2020 | $73,033,000 | +4.9% | 316,051 | -5.8% | 1.66% | +1.3% |
| Q2 2020 | $69,625,000 | +21.4% | 335,558 | -3.4% | 1.64% | +9.4% |
| Q1 2020 | $57,345,000 | -22.2% | 347,439 | -8.8% | 1.50% | -6.4% |
| Q4 2019 | $73,737,000 | +0.5% | 380,796 | -6.6% | 1.60% | -1.8% |
| Q3 2019 | $73,374,000 | -1.2% | 407,568 | -1.7% | 1.63% | -0.1% |
| Q2 2019 | $74,289,000 | +2.3% | 414,467 | -1.7% | 1.63% | +0.8% |
| Q1 2019 | $72,647,000 | +4.3% | 421,487 | -8.8% | 1.62% | -3.1% |
| Q4 2018 | $69,635,000 | -18.1% | 462,170 | -3.7% | 1.67% | -10.4% |
| Q3 2018 | $85,026,000 | +6.1% | 479,911 | -2.6% | 1.86% | +5.0% |
| Q2 2018 | $80,157,000 | -61.5% | 492,943 | -63.3% | 1.77% | -61.1% |
| Q1 2018 | $208,113,000 | -38.3% | 1,342,059 | -39.3% | 4.56% | -37.0% |
| Q4 2017 | $337,562,000 | -29.0% | 2,209,612 | -33.4% | 7.24% | -34.9% |
| Q3 2017 | $475,701,000 | +3.7% | 3,316,839 | -1.1% | 11.13% | +0.6% |
| Q2 2017 | $458,933,000 | +2.2% | 3,353,547 | -1.8% | 11.06% | +0.4% |
| Q1 2017 | $449,243,000 | +10.5% | 3,415,774 | +2.4% | 11.02% | +7.3% |
| Q4 2016 | $406,385,000 | -1.6% | 3,336,772 | -1.7% | 10.27% | -0.5% |
| Q3 2016 | $412,932,000 | +0.5% | 3,394,145 | -3.7% | 10.32% | -0.2% |
| Q2 2016 | $410,686,000 | -1.2% | 3,522,779 | -1.8% | 10.34% | -0.9% |
| Q1 2016 | $415,816,000 | +2.0% | 3,588,020 | +0.2% | 10.43% | -0.4% |
| Q4 2015 | $407,763,000 | -8.2% | 3,581,463 | -11.1% | 10.47% | -2.5% |
| Q3 2015 | $444,174,000 | -5.1% | 4,028,401 | -2.0% | 10.74% | +0.9% |
| Q2 2015 | $468,005,000 | +0.9% | 4,110,353 | +0.9% | 10.64% | +0.3% |
| Q1 2015 | $464,020,000 | +1.9% | 4,072,134 | -0.2% | 10.61% | 0.0% |
| Q4 2014 | $455,509,000 | +0.7% | 4,081,625 | -3.6% | 10.61% | -2.1% |
| Q3 2014 | $452,444,000 | +1.4% | 4,235,572 | -0.1% | 10.84% | +1.4% |
| Q2 2014 | $446,034,000 | +7.9% | 4,240,272 | +2.4% | 10.69% | +0.6% |
| Q1 2014 | $413,437,000 | +6.6% | 4,140,992 | +5.4% | 10.63% | -0.2% |
| Q4 2013 | $388,001,000 | +16.0% | 3,929,122 | +5.0% | 10.65% | +3.4% |
| Q3 2013 | $334,544,000 | +15.6% | 3,743,775 | +8.6% | 10.30% | +1.5% |
| Q2 2013 | $289,496,000 | – | 3,445,965 | – | 10.14% | – |
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% |