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 | $1,909,128 | -5.4% | 27,891 | -2.6% | 0.07% | -3.9% |
| Q2 2023 | $2,018,055 | +16.9% | 28,621 | +6.0% | 0.08% | +8.5% |
| Q1 2023 | $1,726,460 | +9.1% | 27,010 | -0.1% | 0.07% | -10.1% |
| Q4 2022 | $1,582,136 | -10.3% | 27,045 | -11.2% | 0.08% | -14.1% |
| Q3 2022 | $1,763,000 | -2.8% | 30,453 | +1.4% | 0.09% | 0.0% |
| Q2 2022 | $1,813,000 | -25.8% | 30,026 | -6.1% | 0.09% | -9.8% |
| Q1 2022 | $2,444,000 | -49.0% | 31,990 | -44.2% | 0.10% | -50.7% |
| Q4 2021 | $4,794,000 | +38.4% | 57,281 | +22.3% | 0.21% | +19.7% |
| Q3 2021 | $3,463,000 | +108.7% | 46,852 | +105.6% | 0.17% | +108.4% |
| Q2 2021 | $1,659,000 | +2.5% | 22,790 | -8.3% | 0.08% | -13.5% |
| Q1 2021 | $1,618,000 | -11.7% | 24,850 | -13.5% | 0.10% | -23.8% |
| Q4 2020 | $1,833,000 | +86.7% | 28,716 | +506.6% | 0.13% | +44.8% |
| Q2 2020 | $982,000 | +78.5% | 4,734 | +42.0% | 0.09% | +50.0% |
| Q1 2020 | $550,000 | -53.0% | 3,334 | -44.9% | 0.06% | -35.6% |
| Q4 2019 | $1,171,000 | +21.3% | 6,048 | +12.8% | 0.09% | -9.1% |
| Q3 2019 | $965,000 | +22.8% | 5,363 | +23.4% | 0.10% | +12.5% |
| Q2 2019 | $786,000 | +20.9% | 4,346 | +17.3% | 0.09% | -58.9% |
| Q1 2019 | $650,000 | +187.6% | 3,706 | +148.2% | 0.21% | +365.2% |
| Q4 2018 | $226,000 | -28.9% | 1,493 | -20.8% | 0.05% | -22.0% |
| Q3 2018 | $318,000 | -41.4% | 1,884 | -43.2% | 0.06% | -20.3% |
| Q2 2018 | $543,000 | -51.5% | 3,318 | -54.0% | 0.07% | -52.6% |
| Q1 2018 | $1,120,000 | +159.3% | 7,218 | +159.6% | 0.16% | +136.4% |
| Q4 2017 | $432,000 | +60.0% | 2,780 | +47.8% | 0.07% | +61.0% |
| Q3 2017 | $270,000 | -17.2% | 1,881 | -21.2% | 0.04% | -21.2% |
| Q2 2017 | $326,000 | -44.3% | 2,386 | -56.0% | 0.05% | -64.9% |
| Q3 2015 | $585,000 | -14.8% | 5,427 | -10.1% | 0.15% | -9.2% |
| Q2 2015 | $687,000 | -0.7% | 6,037 | -0.6% | 0.16% | +5.8% |
| Q1 2015 | $692,000 | +4.4% | 6,075 | +2.3% | 0.15% | -6.7% |
| Q4 2014 | $663,000 | +9.6% | 5,941 | -2.3% | 0.16% | +1.2% |
| Q3 2014 | $605,000 | -8.2% | 6,078 | -2.9% | 0.16% | -8.4% |
| Q2 2014 | $659,000 | +21.1% | 6,261 | +0.9% | 0.18% | +3.5% |
| Q1 2014 | $544,000 | +2.6% | 6,204 | +15.6% | 0.17% | -3.4% |
| Q4 2013 | $530,000 | – | 5,367 | – | 0.18% | – |
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% |