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 | $36,895,097 | +107.6% | 539,244 | +113.8% | 0.01% | +100.0% |
| Q2 2023 | $17,776,381 | +12.1% | 252,219 | +1.6% | 0.00% | +33.3% |
| Q1 2023 | $15,860,460 | +7.9% | 248,247 | -1.2% | 0.00% | 0.0% |
| Q4 2022 | $14,697,881 | -0.2% | 251,246 | -1.3% | 0.00% | -25.0% |
| Q3 2022 | $14,731,000 | -0.1% | 254,636 | +4.2% | 0.00% | +33.3% |
| Q2 2022 | $14,750,000 | -21.2% | 244,422 | -0.2% | 0.00% | -25.0% |
| Q1 2022 | $18,714,000 | -5.0% | 245,020 | +4.0% | 0.00% | 0.0% |
| Q4 2021 | $19,703,000 | +18.2% | 235,494 | +4.4% | 0.00% | +33.3% |
| Q3 2021 | $16,674,000 | -3.4% | 225,597 | -4.9% | 0.00% | 0.0% |
| Q2 2021 | $17,252,000 | +6.1% | 237,226 | -5.0% | 0.00% | 0.0% |
| Q1 2021 | $16,257,000 | -6.4% | 249,702 | -8.2% | 0.00% | -25.0% |
| Q4 2020 | $17,363,000 | +1.0% | 272,057 | +265.7% | 0.00% | 0.0% |
| Q3 2020 | $17,191,000 | +33.9% | 74,395 | +20.3% | 0.00% | +33.3% |
| Q2 2020 | $12,835,000 | -0.8% | 61,858 | -21.1% | 0.00% | -25.0% |
| Q1 2020 | $12,937,000 | +8.7% | 78,377 | +27.6% | 0.00% | +33.3% |
| Q4 2019 | $11,899,000 | +11.1% | 61,447 | +3.3% | 0.00% | 0.0% |
| Q3 2019 | $10,707,000 | -3.5% | 59,474 | -4.0% | 0.00% | 0.0% |
| Q2 2019 | $11,099,000 | +6.1% | 61,922 | +2.0% | 0.00% | 0.0% |
| Q1 2019 | $10,463,000 | +36.9% | 60,711 | +19.7% | 0.00% | +50.0% |
| Q4 2018 | $7,644,000 | -18.8% | 50,730 | -4.5% | 0.00% | 0.0% |
| Q3 2018 | $9,417,000 | +7.6% | 53,148 | -1.3% | 0.00% | 0.0% |
| Q2 2018 | $8,753,000 | +5.0% | 53,831 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $8,340,000 | +5.2% | 53,789 | +3.6% | 0.00% | 0.0% |
| Q4 2017 | $7,931,000 | -4.1% | 51,910 | -9.9% | 0.00% | 0.0% |
| Q3 2017 | $8,267,000 | +5.2% | 57,645 | +0.4% | 0.00% | 0.0% |
| Q2 2017 | $7,856,000 | +12.4% | 57,407 | +8.0% | 0.00% | 0.0% |
| Q1 2017 | $6,988,000 | +12.3% | 53,135 | +4.0% | 0.00% | 0.0% |
| Q4 2016 | $6,220,000 | +0.6% | 51,068 | +0.5% | 0.00% | 0.0% |
| Q3 2016 | $6,184,000 | +24.5% | 50,830 | +19.2% | 0.00% | 0.0% |
| Q2 2016 | $4,969,000 | -17.4% | 42,629 | -17.9% | 0.00% | 0.0% |
| Q1 2016 | $6,016,000 | -8.0% | 51,906 | -8.1% | 0.00% | 0.0% |
| Q4 2015 | $6,542,000 | +36.5% | 56,490 | +27.1% | 0.00% | +100.0% |
| Q3 2015 | $4,793,000 | +3.6% | 44,454 | +9.4% | 0.00% | 0.0% |
| Q2 2015 | $4,625,000 | -8.6% | 40,623 | -8.5% | 0.00% | 0.0% |
| Q1 2015 | $5,059,000 | +3.2% | 44,391 | +1.1% | 0.00% | 0.0% |
| Q4 2014 | $4,903,000 | +2.3% | 43,923 | -2.2% | 0.00% | 0.0% |
| Q3 2014 | $4,795,000 | -50.3% | 44,891 | -51.0% | 0.00% | 0.0% |
| Q2 2014 | $9,640,000 | +91.0% | 91,662 | +81.3% | 0.00% | 0.0% |
| Q1 2014 | $5,047,000 | +5.6% | 50,545 | +4.5% | 0.00% | 0.0% |
| Q4 2013 | $4,778,000 | -65.6% | 48,378 | -68.9% | 0.00% | -50.0% |
| Q3 2013 | $13,894,000 | +296.3% | 155,466 | +272.5% | 0.00% | +100.0% |
| Q2 2013 | $3,506,000 | – | 41,734 | – | 0.00% | – |
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% |