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 | $262 | -3.0% | 3,836 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $270 | +10.2% | 3,836 | 0.0% | 0.04% | +4.8% |
| Q1 2023 | $245 | +9.4% | 3,836 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $224 | -99.9% | 3,836 | -2.2% | 0.04% | -8.9% |
| Q3 2022 | $227,000 | -4.2% | 3,924 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $237,000 | -21.0% | 3,924 | 0.0% | 0.04% | -11.8% |
| Q1 2022 | $300,000 | -8.5% | 3,924 | 0.0% | 0.05% | -7.3% |
| Q4 2021 | $328,000 | +13.1% | 3,924 | 0.0% | 0.06% | +1.9% |
| Q3 2021 | $290,000 | +1.8% | 3,924 | 0.0% | 0.05% | -1.8% |
| Q2 2021 | $285,000 | +11.8% | 3,924 | 0.0% | 0.06% | +1.9% |
| Q1 2021 | $255,000 | +2.0% | 3,924 | 0.0% | 0.05% | -11.5% |
| Q4 2020 | $250,000 | +10.1% | 3,924 | +300.0% | 0.06% | -7.6% |
| Q3 2020 | $227,000 | +11.3% | 981 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $204,000 | +1.0% | 981 | -12.5% | 0.07% | -2.9% |
| Q3 2019 | $202,000 | -21.4% | 1,121 | -21.9% | 0.07% | -20.9% |
| Q2 2019 | $257,000 | -16.6% | 1,435 | -19.6% | 0.09% | -20.4% |
| Q1 2019 | $308,000 | +15.8% | 1,785 | +1.2% | 0.11% | +0.9% |
| Q4 2018 | $266,000 | -14.7% | 1,763 | 0.0% | 0.11% | -2.7% |
| Q3 2018 | $312,000 | +1.0% | 1,763 | -7.1% | 0.11% | -6.0% |
| Q2 2018 | $309,000 | +5.1% | 1,898 | 0.0% | 0.12% | +3.5% |
| Q1 2018 | $294,000 | +1.4% | 1,898 | 0.0% | 0.11% | +4.6% |
| Q4 2017 | $290,000 | +4.7% | 1,898 | -1.6% | 0.11% | +1.9% |
| Q3 2017 | $277,000 | +4.9% | 1,928 | 0.0% | 0.11% | 0.0% |
| Q2 2017 | $264,000 | +3.9% | 1,928 | 0.0% | 0.11% | 0.0% |
| Q1 2017 | $254,000 | +8.1% | 1,928 | 0.0% | 0.11% | +3.9% |
| Q4 2016 | $235,000 | 0.0% | 1,928 | 0.0% | 0.10% | -1.9% |
| Q3 2016 | $235,000 | +4.4% | 1,928 | 0.0% | 0.10% | +1.0% |
| Q2 2016 | $225,000 | +0.9% | 1,928 | 0.0% | 0.10% | -3.7% |
| Q1 2016 | $223,000 | 0.0% | 1,928 | 0.0% | 0.11% | -10.8% |
| Q4 2015 | $223,000 | +7.2% | 1,928 | 0.0% | 0.12% | -1.6% |
| Q3 2015 | $208,000 | -5.5% | 1,928 | 0.0% | 0.12% | +6.1% |
| Q2 2015 | $220,000 | 0.0% | 1,928 | 0.0% | 0.12% | +0.9% |
| Q1 2015 | $220,000 | +2.3% | 1,928 | 0.0% | 0.11% | +2.7% |
| Q4 2014 | $215,000 | +4.4% | 1,928 | 0.0% | 0.11% | +3.7% |
| Q3 2014 | $206,000 | -4.2% | 1,928 | -5.8% | 0.11% | -0.9% |
| Q2 2014 | $215,000 | +5.4% | 2,046 | 0.0% | 0.11% | -10.0% |
| Q1 2014 | $204,000 | -50.8% | 2,046 | -51.3% | 0.12% | -53.5% |
| Q4 2013 | $415,000 | -0.2% | 4,201 | -9.7% | 0.26% | -7.9% |
| Q3 2013 | $416,000 | +6.4% | 4,651 | 0.0% | 0.28% | +0.4% |
| Q2 2013 | $391,000 | – | 4,651 | – | 0.28% | – |
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% |