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 | $123,164,000 | +0.4% | 1,800,697 | +3.5% | 0.23% | -4.1% |
| Q2 2023 | $122,643,000 | +4.9% | 1,740,184 | -4.9% | 0.24% | -5.5% |
| Q1 2023 | $116,965,000 | +11.8% | 1,830,619 | +2.4% | 0.26% | +6.7% |
| Q4 2022 | $104,613,000 | +5.7% | 1,788,226 | +4.6% | 0.24% | -9.8% |
| Q3 2022 | $98,939,000 | -4.0% | 1,710,394 | +0.1% | 0.26% | -0.4% |
| Q2 2022 | $103,108,000 | -15.4% | 1,708,835 | +7.0% | 0.27% | -2.2% |
| Q1 2022 | $121,943,000 | -3.5% | 1,596,539 | +5.7% | 0.27% | -1.8% |
| Q4 2021 | $126,347,000 | +25.5% | 1,510,156 | +10.8% | 0.28% | +2.6% |
| Q3 2021 | $100,693,000 | +1.6% | 1,362,431 | +0.0% | 0.27% | -5.9% |
| Q2 2021 | $99,078,000 | +1.3% | 1,362,430 | -9.3% | 0.29% | -7.1% |
| Q1 2021 | $97,812,000 | +2.1% | 1,502,089 | +0.1% | 0.31% | -22.6% |
| Q4 2020 | $95,821,000 | +36.7% | 1,501,008 | +394.9% | 0.40% | +18.0% |
| Q3 2020 | $70,071,000 | +9.7% | 303,267 | -1.5% | 0.34% | -2.9% |
| Q2 2020 | $63,872,000 | +13.1% | 307,902 | -10.0% | 0.35% | -4.9% |
| Q1 2020 | $56,459,000 | -28.3% | 342,245 | -15.9% | 0.37% | -21.5% |
| Q4 2019 | $78,789,000 | +25.9% | 406,981 | +17.1% | 0.47% | +36.7% |
| Q3 2019 | $62,573,000 | +48.6% | 347,456 | +48.0% | 0.34% | +35.9% |
| Q2 2019 | $42,097,000 | +56.6% | 234,844 | +50.6% | 0.25% | +39.4% |
| Q1 2019 | $26,880,000 | +7.9% | 155,944 | -5.6% | 0.18% | -5.8% |
| Q4 2018 | $24,903,000 | +3.9% | 165,187 | +22.2% | 0.19% | +10.4% |
| Q3 2018 | $23,960,000 | +33.6% | 135,228 | +22.6% | 0.17% | +23.6% |
| Q2 2018 | $17,928,000 | +1.9% | 110,281 | -2.9% | 0.14% | -4.8% |
| Q1 2018 | $17,594,000 | +1.7% | 113,533 | +0.2% | 0.15% | +3.5% |
| Q4 2017 | $17,306,000 | -3.7% | 113,299 | -9.7% | 0.14% | -7.2% |
| Q3 2017 | $17,965,000 | -2.1% | 125,416 | -6.5% | 0.15% | -6.7% |
| Q2 2017 | $18,349,000 | +16.7% | 134,103 | +12.1% | 0.16% | +8.6% |
| Q1 2017 | $15,729,000 | +1.3% | 119,629 | -6.2% | 0.15% | -10.7% |
| Q4 2016 | $15,527,000 | -18.1% | 127,482 | -18.2% | 0.17% | -23.2% |
| Q3 2016 | $18,969,000 | +130.7% | 155,930 | +121.1% | 0.22% | +111.5% |
| Q2 2016 | $8,222,000 | +17.6% | 70,535 | +17.0% | 0.10% | +352.2% |
| Q1 2016 | $6,989,000 | -3.4% | 60,271 | -3.5% | 0.02% | -73.3% |
| Q4 2015 | $7,237,000 | +8.7% | 62,479 | +1.1% | 0.09% | -2.3% |
| Q3 2015 | $6,657,000 | -1.0% | 61,782 | +4.6% | 0.09% | -18.5% |
| Q2 2015 | $6,725,000 | +1.9% | 59,062 | +2.0% | 0.11% | +10.2% |
| Q1 2015 | $6,598,000 | +10.4% | 57,905 | +8.1% | 0.10% | +7.7% |
| Q4 2014 | $5,977,000 | +13.8% | 53,553 | +8.9% | 0.09% | +2.2% |
| Q3 2014 | $5,253,000 | +4.7% | 49,180 | +3.1% | 0.09% | +2.3% |
| Q2 2014 | $5,018,000 | +15.8% | 47,704 | +9.9% | 0.09% | +2.4% |
| Q1 2014 | $4,334,000 | +11.1% | 43,410 | +9.9% | 0.08% | +6.2% |
| Q4 2013 | $3,901,000 | +16.4% | 39,508 | +5.3% | 0.08% | -4.8% |
| Q3 2013 | $3,351,000 | +4.5% | 37,506 | -1.8% | 0.08% | -3.4% |
| Q2 2013 | $3,208,000 | – | 38,189 | – | 0.09% | – |
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% |