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 | $38,168,453 | -0.7% | 557,855 | +2.3% | 0.60% | -1.7% |
| Q2 2023 | $38,428,144 | +12.1% | 545,235 | +1.6% | 0.61% | +6.1% |
| Q1 2023 | $34,290,804 | +9.4% | 536,716 | +0.1% | 0.57% | +0.5% |
| Q4 2022 | $31,351,898 | +132.9% | 535,930 | +130.4% | 0.57% | +59.6% |
| Q3 2022 | $13,459,000 | +0.1% | 232,654 | +4.4% | 0.36% | +16.3% |
| Q2 2022 | $13,445,000 | -19.2% | 222,781 | +2.2% | 0.31% | -7.8% |
| Q1 2022 | $16,643,000 | -3.7% | 217,901 | +5.5% | 0.33% | -5.1% |
| Q4 2021 | $17,278,000 | +5.0% | 206,497 | -7.2% | 0.35% | +9.4% |
| Q3 2021 | $16,450,000 | +5.6% | 222,565 | +3.9% | 0.32% | -13.3% |
| Q2 2021 | $15,579,000 | +10.9% | 214,203 | -0.7% | 0.37% | -4.4% |
| Q1 2021 | $14,050,000 | -6.4% | 215,787 | -8.3% | 0.39% | -19.8% |
| Q4 2020 | $15,017,000 | +46.5% | 235,309 | +430.3% | 0.48% | +24.6% |
| Q3 2020 | $10,253,000 | +12.0% | 44,370 | +0.5% | 0.39% | -1.0% |
| Q2 2020 | $9,157,000 | +35.7% | 44,131 | +7.9% | 0.39% | +7.7% |
| Q1 2020 | $6,750,000 | -12.7% | 40,898 | +2.6% | 0.36% | +9.7% |
| Q4 2019 | $7,733,000 | +118.1% | 39,881 | +102.7% | 0.33% | +110.2% |
| Q3 2019 | $3,545,000 | -0.6% | 19,676 | -1.0% | 0.16% | -1.3% |
| Q2 2019 | $3,568,000 | +3.0% | 19,882 | -1.0% | 0.16% | -7.6% |
| Q1 2019 | $3,463,000 | +22.2% | 20,077 | +6.8% | 0.17% | +3.6% |
| Q4 2018 | $2,835,000 | -33.5% | 18,806 | -21.8% | 0.17% | -20.6% |
| Q3 2018 | $4,263,000 | +34.3% | 24,043 | +23.3% | 0.21% | +14.2% |
| Q2 2018 | $3,174,000 | -17.2% | 19,500 | -21.1% | 0.18% | -20.8% |
| Q1 2018 | $3,834,000 | -1.5% | 24,708 | -2.8% | 0.23% | -2.5% |
| Q4 2017 | $3,892,000 | +7.5% | 25,432 | +0.6% | 0.24% | +8.7% |
| Q3 2017 | $3,622,000 | +9.5% | 25,284 | +4.7% | 0.22% | +5.3% |
| Q2 2017 | $3,307,000 | +21.8% | 24,154 | +17.0% | 0.21% | +14.4% |
| Q1 2017 | $2,714,000 | +26.1% | 20,653 | +16.8% | 0.18% | +11.7% |
| Q4 2016 | $2,153,000 | +1.8% | 17,678 | +1.6% | 0.16% | 0.0% |
| Q3 2016 | $2,114,000 | -9.7% | 17,396 | -13.5% | 0.16% | -11.0% |
| Q2 2016 | $2,341,000 | +3.9% | 20,108 | +3.5% | 0.18% | -3.2% |
| Q1 2016 | $2,253,000 | -24.9% | 19,435 | -24.9% | 0.19% | -26.0% |
| Q4 2015 | $3,000,000 | +33.8% | 25,872 | +24.5% | 0.25% | +19.2% |
| Q3 2015 | $2,242,000 | -8.6% | 20,779 | -3.7% | 0.21% | +1.9% |
| Q2 2015 | $2,454,000 | -1.7% | 21,580 | -1.7% | 0.21% | -9.1% |
| Q1 2015 | $2,497,000 | -19.9% | 21,963 | -21.3% | 0.23% | -24.1% |
| Q4 2014 | $3,116,000 | +29.8% | 27,913 | +24.2% | 0.30% | +65.6% |
| Q3 2014 | $2,401,000 | +5.2% | 22,476 | +3.7% | 0.18% | -28.5% |
| Q2 2014 | $2,282,000 | +50.6% | 21,676 | +43.0% | 0.26% | +23.1% |
| Q1 2014 | $1,515,000 | +21.4% | 15,157 | +20.0% | 0.21% | +12.4% |
| Q4 2013 | $1,248,000 | +10.2% | 12,630 | -0.4% | 0.18% | -8.4% |
| Q3 2013 | $1,133,000 | +8.1% | 12,677 | +1.3% | 0.20% | -7.8% |
| Q2 2013 | $1,048,000 | – | 12,514 | – | 0.22% | – |
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% |