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 | $55,405 | +5.4% | 809,777 | +8.6% | 0.26% | +8.4% |
| Q2 2023 | $52,550 | -4.7% | 745,597 | -13.6% | 0.24% | -11.8% |
| Q1 2023 | $55,166 | +27.1% | 863,449 | +16.3% | 0.27% | +20.4% |
| Q4 2022 | $43,415 | -99.9% | 742,142 | +20.2% | 0.22% | +11.9% |
| Q3 2022 | $35,719,000 | -4.7% | 617,446 | -0.6% | 0.20% | -0.5% |
| Q2 2022 | $37,472,000 | -37.7% | 620,904 | -21.2% | 0.20% | -26.8% |
| Q1 2022 | $60,160,000 | -42.5% | 787,645 | -37.0% | 0.28% | -41.0% |
| Q4 2021 | $104,563,000 | +60.3% | 1,249,710 | +41.6% | 0.47% | +45.3% |
| Q3 2021 | $65,238,000 | -56.7% | 882,663 | -57.4% | 0.32% | -55.3% |
| Q2 2021 | $150,836,000 | +6.5% | 2,073,920 | -4.7% | 0.72% | -6.4% |
| Q1 2021 | $141,688,000 | +6.3% | 2,176,135 | +4.2% | 0.77% | -1.2% |
| Q4 2020 | $133,237,000 | +18.7% | 2,087,700 | +329.8% | 0.78% | +2.9% |
| Q3 2020 | $112,234,000 | +50.0% | 485,692 | +34.7% | 0.76% | +34.5% |
| Q2 2020 | $74,803,000 | +64.5% | 360,513 | +30.9% | 0.56% | +29.1% |
| Q1 2020 | $45,468,000 | -31.2% | 275,481 | -19.2% | 0.44% | -14.5% |
| Q4 2019 | $66,053,000 | +17.9% | 341,115 | +9.7% | 0.51% | +3.7% |
| Q3 2019 | $56,005,000 | +2.8% | 311,084 | +2.3% | 0.49% | -1.6% |
| Q2 2019 | $54,491,000 | -7.6% | 304,010 | -11.1% | 0.50% | -11.3% |
| Q1 2019 | $58,950,000 | +33.8% | 342,014 | +16.9% | 0.56% | +15.8% |
| Q4 2018 | $44,068,000 | -49.2% | 292,482 | -40.3% | 0.49% | -41.3% |
| Q3 2018 | $86,832,000 | +11.4% | 490,106 | +2.2% | 0.83% | +0.7% |
| Q2 2018 | $77,976,000 | +116.9% | 479,530 | +106.8% | 0.82% | +103.2% |
| Q1 2018 | $35,958,000 | -7.7% | 231,884 | -9.1% | 0.40% | -11.6% |
| Q4 2017 | $38,952,000 | +20.6% | 254,970 | +13.3% | 0.46% | +5.5% |
| Q3 2017 | $32,288,000 | +29.7% | 225,128 | +23.8% | 0.43% | +18.6% |
| Q2 2017 | $24,894,000 | +38.0% | 181,908 | +32.6% | 0.37% | +18.8% |
| Q1 2017 | $18,043,000 | +39.0% | 137,187 | +28.7% | 0.31% | +26.7% |
| Q4 2016 | $12,981,000 | +9.3% | 106,586 | +9.2% | 0.24% | +10.5% |
| Q3 2016 | $11,875,000 | +6.8% | 97,608 | +2.3% | 0.22% | -6.8% |
| Q2 2016 | $11,122,000 | +10.2% | 95,401 | +9.5% | 0.24% | +3.5% |
| Q1 2016 | $10,095,000 | -7.5% | 87,106 | -7.6% | 0.23% | -11.6% |
| Q4 2015 | $10,913,000 | +40.8% | 94,242 | +31.1% | 0.26% | +16.2% |
| Q3 2015 | $7,752,000 | -10.6% | 71,908 | -5.6% | 0.22% | -7.5% |
| Q2 2015 | $8,673,000 | -0.1% | 76,172 | -0.1% | 0.24% | -2.8% |
| Q1 2015 | $8,685,000 | -10.7% | 76,215 | -12.6% | 0.25% | -17.9% |
| Q4 2014 | $9,728,000 | +16.3% | 87,166 | +11.3% | 0.30% | +21.9% |
| Q3 2014 | $8,366,000 | +13.5% | 78,314 | +11.8% | 0.25% | -3.9% |
| Q2 2014 | $7,369,000 | -7.9% | 70,050 | -12.6% | 0.26% | -14.9% |
| Q1 2014 | $8,004,000 | +31.0% | 80,166 | +29.5% | 0.30% | +20.8% |
| Q4 2013 | $6,112,000 | +3.9% | 61,896 | -5.9% | 0.25% | -2.7% |
| Q3 2013 | $5,880,000 | +58.0% | 65,801 | +48.5% | 0.26% | +36.0% |
| Q2 2013 | $3,722,000 | – | 44,310 | – | 0.19% | – |
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% |