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 | $828,611 | -16.6% | 12,111 | -14.1% | 0.19% | -18.6% |
| Q2 2023 | $993,532 | +14.0% | 14,097 | +3.3% | 0.24% | +0.4% |
| Q1 2023 | $871,824 | +58.0% | 13,646 | +44.7% | 0.24% | +47.8% |
| Q4 2022 | $551,613 | -4.9% | 9,429 | -5.9% | 0.16% | -14.1% |
| Q3 2022 | $580,000 | -0.5% | 10,023 | +3.7% | 0.18% | +3.9% |
| Q2 2022 | $583,000 | -28.6% | 9,667 | -9.5% | 0.18% | -18.3% |
| Q1 2022 | $816,000 | -9.9% | 10,682 | -1.3% | 0.22% | -2.7% |
| Q4 2021 | $906,000 | +15.7% | 10,822 | +2.2% | 0.22% | -3.0% |
| Q3 2021 | $783,000 | -0.5% | 10,588 | -2.1% | 0.23% | +1.3% |
| Q2 2021 | $787,000 | +2.6% | 10,817 | -8.2% | 0.23% | -1.7% |
| Q1 2021 | $767,000 | -1.8% | 11,783 | -3.7% | 0.23% | -5.3% |
| Q4 2020 | $781,000 | -0.4% | 12,242 | +260.6% | 0.24% | -10.3% |
| Q3 2020 | $784,000 | -6.3% | 3,395 | -15.8% | 0.27% | -0.4% |
| Q2 2020 | $837,000 | +18.1% | 4,032 | -6.1% | 0.27% | +1.9% |
| Q1 2020 | $709,000 | -16.8% | 4,295 | -2.4% | 0.27% | +8.0% |
| Q4 2019 | $852,000 | +8.7% | 4,400 | +1.1% | 0.25% | -2.0% |
| Q3 2019 | $784,000 | -2.7% | 4,354 | -3.2% | 0.25% | -2.7% |
| Q2 2019 | $806,000 | -4.8% | 4,496 | -8.5% | 0.26% | -8.7% |
| Q1 2019 | $847,000 | +9.4% | 4,915 | -4.3% | 0.29% | +3.6% |
| Q4 2018 | $774,000 | -1.1% | 5,137 | +16.2% | 0.28% | +1.8% |
| Q3 2018 | $783,000 | +35.7% | 4,422 | +24.5% | 0.27% | +26.6% |
| Q2 2018 | $577,000 | +4.7% | 3,551 | 0.0% | 0.21% | +2.4% |
| Q1 2018 | $551,000 | +1.7% | 3,551 | 0.0% | 0.21% | +5.6% |
| Q4 2017 | $542,000 | +4.8% | 3,551 | -1.5% | 0.20% | -2.0% |
| Q3 2017 | $517,000 | +4.9% | 3,606 | 0.0% | 0.20% | -0.5% |
| Q2 2017 | $493,000 | +3.1% | 3,606 | -0.8% | 0.20% | -1.5% |
| Q1 2017 | $478,000 | +3.7% | 3,634 | -4.1% | 0.21% | +2.0% |
| Q4 2016 | $461,000 | -1.3% | 3,788 | -1.4% | 0.20% | -5.6% |
| Q3 2016 | $467,000 | -6.4% | 3,841 | -10.2% | 0.21% | -11.9% |
| Q2 2016 | $499,000 | -2.3% | 4,278 | -2.9% | 0.24% | -5.4% |
| Q1 2016 | $511,000 | +2.0% | 4,408 | +1.9% | 0.26% | +3.2% |
| Q4 2015 | $501,000 | +9.9% | 4,325 | +2.3% | 0.25% | -3.9% |
| Q3 2015 | $456,000 | -12.5% | 4,229 | -7.5% | 0.26% | -6.5% |
| Q2 2015 | $521,000 | -6.6% | 4,570 | -6.7% | 0.28% | -7.4% |
| Q1 2015 | $558,000 | +9.6% | 4,899 | +7.5% | 0.30% | +4.5% |
| Q4 2014 | $509,000 | +0.6% | 4,558 | -3.7% | 0.29% | -6.8% |
| Q3 2014 | $506,000 | +13.7% | 4,735 | +12.0% | 0.31% | +15.8% |
| Q2 2014 | $445,000 | -7.3% | 4,226 | -12.0% | 0.26% | -12.0% |
| Q1 2014 | $480,000 | -4.0% | 4,803 | -5.2% | 0.30% | -11.2% |
| Q4 2013 | $500,000 | -8.6% | 5,066 | -17.2% | 0.34% | -20.6% |
| Q3 2013 | $547,000 | +0.4% | 6,118 | -5.6% | 0.43% | -0.7% |
| Q2 2013 | $545,000 | – | 6,483 | – | 0.43% | – |
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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% |