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 | $3,673,510 | -2.6% | 53,691 | +0.4% | 0.05% | -3.7% |
| Q2 2023 | $3,770,792 | +39.0% | 53,502 | +15.4% | 0.05% | +10.2% |
| Q1 2023 | $2,712,779 | 0.0% | 46,372 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $2,712,779 | +2.4% | 46,372 | +1.3% | 0.05% | -9.3% |
| Q3 2022 | $2,648,000 | -4.0% | 45,780 | +0.2% | 0.05% | 0.0% |
| Q2 2022 | $2,758,000 | -21.0% | 45,704 | +0.0% | 0.05% | -21.7% |
| Q1 2022 | $3,491,000 | -9.4% | 45,703 | -0.8% | 0.07% | -6.8% |
| Q4 2021 | $3,853,000 | +12.0% | 46,051 | -1.1% | 0.07% | +5.7% |
| Q3 2021 | $3,440,000 | +0.2% | 46,548 | -1.4% | 0.07% | -15.7% |
| Q2 2021 | $3,434,000 | +10.5% | 47,214 | -1.1% | 0.08% | -45.8% |
| Q1 2021 | $3,108,000 | +0.5% | 47,735 | -1.5% | 0.15% | -5.6% |
| Q4 2020 | $3,092,000 | +10.6% | 48,444 | +300.5% | 0.16% | -24.3% |
| Q3 2020 | $2,795,000 | -13.5% | 12,097 | -22.4% | 0.21% | -30.3% |
| Q2 2020 | $3,233,000 | +24.5% | 15,581 | -0.9% | 0.31% | +22.8% |
| Q1 2020 | $2,596,000 | -19.2% | 15,726 | -5.2% | 0.25% | -18.8% |
| Q4 2019 | $3,213,000 | +9.3% | 16,591 | +1.6% | 0.31% | -3.4% |
| Q3 2019 | $2,939,000 | -5.7% | 16,325 | -6.1% | 0.32% | -5.9% |
| Q2 2019 | $3,116,000 | -37.5% | 17,383 | -39.9% | 0.34% | -46.0% |
| Q1 2019 | $4,983,000 | +786.7% | 28,909 | +674.8% | 0.63% | +630.2% |
| Q4 2018 | $562,000 | -10.2% | 3,731 | +5.5% | 0.09% | -10.4% |
| Q3 2018 | $626,000 | -19.1% | 3,536 | -25.7% | 0.10% | -23.2% |
| Q2 2018 | $774,000 | +41.2% | 4,762 | +34.7% | 0.12% | +16.8% |
| Q1 2018 | $548,000 | -15.6% | 3,535 | -16.8% | 0.11% | -20.7% |
| Q4 2017 | $649,000 | +66.0% | 4,250 | +56.0% | 0.14% | +45.2% |
| Q3 2017 | $391,000 | +21.8% | 2,725 | +16.1% | 0.09% | +24.0% |
| Q2 2017 | $321,000 | +34.3% | 2,348 | +29.1% | 0.08% | +7.1% |
| Q1 2017 | $239,000 | -13.7% | 1,819 | -25.1% | 0.07% | -32.7% |
| Q1 2015 | $277,000 | +30.7% | 2,429 | +14.4% | 0.10% | +6.1% |
| Q1 2014 | $212,000 | -17.8% | 2,124 | -18.8% | 0.10% | -19.7% |
| Q4 2013 | $258,000 | +10.3% | 2,615 | 0.0% | 0.12% | -1.6% |
| Q3 2013 | $234,000 | -26.9% | 2,615 | -31.5% | 0.12% | -31.1% |
| Q2 2013 | $320,000 | – | 3,815 | – | 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% |