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 | $2,705,311 | -8.6% | 39,539 | -5.9% | 0.10% | -5.5% |
| Q2 2023 | $2,961,342 | +9.6% | 42,016 | -0.6% | 0.11% | +1.9% |
| Q1 2023 | $2,700,742 | -3.7% | 42,272 | -11.9% | 0.11% | -10.7% |
| Q4 2022 | $2,805,402 | +25.2% | 47,955 | +23.8% | 0.12% | +13.1% |
| Q3 2022 | $2,241,000 | -8.0% | 38,741 | -4.0% | 0.11% | -2.7% |
| Q2 2022 | $2,435,000 | -21.2% | 40,340 | -0.3% | 0.11% | -2.7% |
| Q1 2022 | $3,089,000 | -10.0% | 40,445 | -1.4% | 0.11% | 0.0% |
| Q4 2021 | $3,433,000 | +10.1% | 41,036 | -2.7% | 0.11% | -3.4% |
| Q3 2021 | $3,117,000 | +0.9% | 42,166 | -0.7% | 0.12% | 0.0% |
| Q2 2021 | $3,089,000 | +10.0% | 42,466 | -1.6% | 0.12% | -0.8% |
| Q1 2021 | $2,808,000 | +0.5% | 43,146 | -1.5% | 0.12% | -6.3% |
| Q4 2020 | $2,795,000 | +10.2% | 43,796 | +299.1% | 0.13% | -3.1% |
| Q3 2020 | $2,536,000 | +11.1% | 10,974 | -0.3% | 0.13% | -0.8% |
| Q2 2020 | $2,283,000 | +25.7% | 11,004 | 0.0% | 0.13% | +4.0% |
| Q1 2020 | $1,816,000 | -14.7% | 11,004 | +0.1% | 0.13% | +2.4% |
| Q4 2019 | $2,129,000 | +12.3% | 10,997 | +4.4% | 0.12% | +1.7% |
| Q3 2019 | $1,896,000 | +0.8% | 10,532 | +0.3% | 0.12% | -0.8% |
| Q2 2019 | $1,881,000 | +4.1% | 10,497 | +0.2% | 0.12% | -1.6% |
| Q1 2019 | $1,807,000 | +15.4% | 10,481 | +0.9% | 0.12% | -14.5% |
| Q4 2018 | $1,566,000 | -35.8% | 10,391 | -30.5% | 0.14% | -27.5% |
| Q3 2018 | $2,439,000 | +47.6% | 14,946 | +55.1% | 0.20% | +58.7% |
| Q2 2018 | $1,652,000 | +7.0% | 9,635 | +1.3% | 0.13% | -2.3% |
| Q1 2018 | $1,544,000 | +1.0% | 9,511 | -3.0% | 0.13% | -4.4% |
| Q4 2017 | $1,528,000 | +5.2% | 9,808 | -1.2% | 0.14% | -20.6% |
| Q3 2017 | $1,453,000 | +3.4% | 9,925 | -0.5% | 0.17% | -0.6% |
| Q2 2017 | $1,405,000 | +3.3% | 9,975 | -0.5% | 0.17% | +1.2% |
| Q1 2017 | $1,360,000 | +9.7% | 10,025 | -0.0% | 0.17% | +2.4% |
| Q4 2016 | $1,240,000 | +6.3% | 10,030 | +2.6% | 0.16% | -1.8% |
| Q3 2016 | $1,167,000 | -2.7% | 9,780 | -1.0% | 0.17% | -0.6% |
| Q2 2016 | $1,199,000 | +4.7% | 9,880 | 0.0% | 0.17% | -3.4% |
| Q1 2016 | $1,145,000 | +7.0% | 9,880 | +1.4% | 0.18% | -5.9% |
| Q4 2015 | $1,070,000 | -6.9% | 9,740 | -0.6% | 0.19% | -5.6% |
| Q3 2015 | $1,149,000 | +2.0% | 9,801 | -0.9% | 0.20% | 0.0% |
| Q2 2015 | $1,126,000 | -16.9% | 9,890 | -15.9% | 0.20% | -15.8% |
| Q1 2015 | $1,355,000 | +17.7% | 11,763 | +14.9% | 0.23% | +8.3% |
| Q4 2014 | $1,151,000 | +6.8% | 10,240 | +1.5% | 0.22% | +0.5% |
| Q3 2014 | $1,078,000 | +106.9% | 10,090 | +103.6% | 0.22% | +82.2% |
| Q2 2014 | $521,000 | +5.3% | 4,955 | 0.0% | 0.12% | -9.2% |
| Q1 2014 | $495,000 | -1.0% | 4,955 | -2.1% | 0.13% | -3.0% |
| Q4 2013 | $500,000 | +10.1% | 5,060 | -0.3% | 0.13% | -4.3% |
| Q3 2013 | $454,000 | +5.3% | 5,076 | -1.1% | 0.14% | -1.4% |
| Q2 2013 | $431,000 | – | 5,131 | – | 0.14% | – |
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% |