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 | $40,791,669 | -0.2% | 596,195 | +2.8% | 0.16% | -3.1% |
| Q2 2023 | $40,863,497 | +11.0% | 579,789 | +0.6% | 0.16% | -0.6% |
| Q1 2023 | $36,825,766 | +14.1% | 576,393 | +4.5% | 0.16% | 0.0% |
| Q4 2022 | $32,269,333 | +30.0% | 551,613 | +28.5% | 0.16% | +11.7% |
| Q3 2022 | $24,826,000 | -1.3% | 429,148 | +3.0% | 0.14% | -10.5% |
| Q2 2022 | $25,149,000 | -1.3% | 416,715 | +24.9% | 0.16% | -1.8% |
| Q1 2022 | $25,474,000 | +5.6% | 333,522 | +15.6% | 0.16% | 0.0% |
| Q4 2021 | $24,131,000 | +38.9% | 288,408 | +22.7% | 0.16% | +14.6% |
| Q3 2021 | $17,379,000 | +27.2% | 235,134 | +25.2% | 0.14% | +13.4% |
| Q2 2021 | $13,661,000 | +60.7% | 187,827 | +43.9% | 0.13% | +38.0% |
| Q1 2021 | $8,500,000 | +167.0% | 130,554 | +161.8% | 0.09% | +119.0% |
| Q4 2020 | $3,183,000 | +10.1% | 49,875 | +302.4% | 0.04% | -12.5% |
| Q3 2020 | $2,892,000 | +2.0% | 12,393 | -8.4% | 0.05% | +2.1% |
| Q2 2020 | $2,836,000 | -11.2% | 13,525 | -33.1% | 0.05% | -32.9% |
| Q1 2020 | $3,194,000 | -30.1% | 20,215 | -13.1% | 0.07% | -2.8% |
| Q4 2019 | $4,568,000 | +128.5% | 23,272 | +109.6% | 0.07% | +2.9% |
| Q3 2019 | $1,999,000 | +36.1% | 11,104 | +35.5% | 0.07% | +29.6% |
| Q2 2019 | $1,469,000 | +5.4% | 8,197 | +1.4% | 0.05% | -5.3% |
| Q1 2019 | $1,394,000 | +43.7% | 8,086 | +25.5% | 0.06% | +9.6% |
| Q4 2018 | $970,000 | +16.9% | 6,441 | +37.8% | 0.05% | +40.5% |
| Q3 2018 | $830,000 | -9.6% | 4,675 | -17.0% | 0.04% | -27.5% |
| Q2 2018 | $918,000 | +3.1% | 5,631 | -4.3% | 0.05% | -7.3% |
| Q1 2018 | $890,000 | +111.4% | 5,883 | +113.3% | 0.06% | +120.0% |
| Q4 2017 | $421,000 | -89.1% | 2,758 | -89.5% | 0.02% | -84.8% |
| Q3 2017 | $3,876,000 | +57.3% | 26,355 | +46.4% | 0.16% | -46.4% |
| Q2 2017 | $2,464,000 | +2.8% | 17,998 | -1.2% | 0.31% | +26.7% |
| Q1 2017 | $2,397,000 | -40.4% | 18,225 | -44.8% | 0.24% | -33.4% |
| Q4 2016 | $4,023,000 | +28635.7% | 33,035 | +26541.1% | 0.36% | +18150.0% |
| Q3 2016 | $14,000 | -22.2% | 124 | -21.0% | 0.00% | 0.0% |
| Q2 2016 | $18,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $18,000 | +28.6% | 157 | +26.6% | 0.00% | +100.0% |
| Q4 2015 | $14,000 | +7.7% | 124 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $13,000 | -7.1% | 124 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $14,000 | -99.9% | 124 | 0.0% | 0.00% | -33.3% |
| Q1 2015 | $14,130,000 | +100828.6% | 124 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $14,000 | -6.7% | 124 | -13.9% | 0.00% | 0.0% |
| Q2 2014 | $15,000 | +25.0% | 144 | +16.1% | 0.00% | +50.0% |
| Q1 2014 | $12,000 | -14.3% | 124 | -13.9% | 0.00% | 0.0% |
| Q4 2013 | $14,000 | +27.3% | 144 | +16.1% | 0.00% | -33.3% |
| Q3 2013 | $11,000 | -8.3% | 124 | -13.9% | 0.00% | -25.0% |
| Q2 2013 | $12,000 | – | 144 | – | 0.00% | – |
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% |