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 | $2,941,123 | -2.9% | 42,986 | +0.0% | 0.10% | -5.0% |
| Q2 2023 | $3,029,604 | +10.3% | 42,985 | +0.0% | 0.10% | +5.3% |
| Q1 2023 | $2,745,979 | +19.5% | 42,980 | +9.4% | 0.10% | +14.5% |
| Q4 2022 | $2,297,808 | +236.9% | 39,279 | +233.2% | 0.08% | +137.1% |
| Q3 2022 | $682,000 | -4.1% | 11,787 | 0.0% | 0.04% | -5.4% |
| Q2 2022 | $711,000 | -21.4% | 11,787 | -0.5% | 0.04% | -14.0% |
| Q1 2022 | $905,000 | -8.7% | 11,848 | 0.0% | 0.04% | -6.5% |
| Q4 2021 | $991,000 | +13.1% | 11,848 | 0.0% | 0.05% | +4.5% |
| Q3 2021 | $876,000 | +1.6% | 11,848 | 0.0% | 0.04% | -8.3% |
| Q2 2021 | $862,000 | +11.8% | 11,848 | +0.0% | 0.05% | 0.0% |
| Q1 2021 | $771,000 | -0.1% | 11,847 | -2.1% | 0.05% | -5.9% |
| Q4 2020 | $772,000 | +13.4% | 12,104 | +244.2% | 0.05% | -1.9% |
| Q4 2019 | $681,000 | +4.4% | 3,517 | -2.9% | 0.05% | -8.8% |
| Q3 2019 | $652,000 | +12.2% | 3,621 | +11.6% | 0.06% | +21.3% |
| Q2 2019 | $581,000 | +3.9% | 3,244 | 0.0% | 0.05% | -2.1% |
| Q1 2019 | $559,000 | +14.3% | 3,244 | 0.0% | 0.05% | +2.1% |
| Q4 2018 | $489,000 | -30.0% | 3,244 | -17.7% | 0.05% | -21.7% |
| Q3 2018 | $699,000 | +0.7% | 3,944 | -7.6% | 0.06% | -3.2% |
| Q2 2018 | $694,000 | -84.2% | 4,269 | +526.0% | 0.06% | +82.4% |
| Q1 2018 | $4,395,000 | +555.0% | 682 | -84.5% | 0.03% | -46.0% |
| Q4 2017 | $671,000 | -32.8% | 4,395 | -36.9% | 0.06% | -35.7% |
| Q3 2017 | $999,000 | -0.2% | 6,964 | -2.0% | 0.10% | -3.0% |
| Q2 2017 | $1,001,000 | +7.2% | 7,108 | +0.1% | 0.10% | +1.0% |
| Q1 2017 | $934,000 | +3.0% | 7,099 | -0.8% | 0.10% | -1.0% |
| Q4 2016 | $907,000 | +35.8% | 7,159 | +30.5% | 0.10% | +24.7% |
| Q3 2016 | $668,000 | +31.0% | 5,487 | +25.4% | 0.08% | +22.7% |
| Q2 2016 | $510,000 | -2.3% | 4,376 | -2.8% | 0.07% | -4.3% |
| Q1 2016 | $522,000 | +41.8% | 4,502 | +41.7% | 0.07% | +35.3% |
| Q4 2015 | $368,000 | -4.2% | 3,177 | -10.7% | 0.05% | -10.5% |
| Q3 2015 | $384,000 | -18.3% | 3,558 | -13.7% | 0.06% | -19.7% |
| Q2 2015 | $470,000 | -11.3% | 4,125 | -11.3% | 0.07% | -14.5% |
| Q1 2015 | $530,000 | -19.7% | 4,651 | -21.4% | 0.08% | -21.7% |
| Q4 2014 | $660,000 | +9.8% | 5,916 | +5.2% | 0.11% | +3.9% |
| Q3 2014 | $601,000 | – | 5,626 | – | 0.10% | – |
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% |