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 | $10,960,556 | -17.7% | 160,195 | -15.2% | 0.77% | -31.6% |
| Q2 2023 | $13,318,902 | -3.8% | 188,974 | -12.8% | 1.13% | -6.4% |
| Q1 2023 | $13,847,432 | +16.2% | 216,739 | +6.4% | 1.20% | +17.9% |
| Q4 2022 | $11,917,616 | +4.1% | 203,720 | +3.0% | 1.02% | -10.7% |
| Q3 2022 | $11,444,000 | -0.0% | 197,820 | +4.3% | 1.14% | +3.5% |
| Q2 2022 | $11,446,000 | -18.9% | 189,659 | +2.6% | 1.10% | -9.5% |
| Q1 2022 | $14,114,000 | -7.9% | 184,783 | +0.9% | 1.22% | -2.3% |
| Q4 2021 | $15,322,000 | +10.7% | 183,130 | -2.2% | 1.25% | +3.0% |
| Q3 2021 | $13,836,000 | -1.3% | 187,206 | -2.8% | 1.21% | +4.2% |
| Q2 2021 | $14,013,000 | +12.1% | 192,673 | +0.4% | 1.16% | +5.7% |
| Q1 2021 | $12,495,000 | -5.7% | 191,911 | -7.6% | 1.10% | -9.8% |
| Q4 2020 | $13,253,000 | -23.0% | 207,661 | +178.8% | 1.22% | -23.4% |
| Q3 2020 | $17,210,000 | +9.0% | 74,477 | -2.1% | 1.59% | +4.7% |
| Q2 2020 | $15,785,000 | +12.1% | 76,077 | -10.8% | 1.52% | -5.4% |
| Q1 2020 | $14,082,000 | -13.4% | 85,319 | +1.6% | 1.61% | +15.2% |
| Q4 2019 | $16,255,000 | +5.2% | 83,944 | -2.2% | 1.39% | -1.5% |
| Q3 2019 | $15,455,000 | +3.6% | 85,848 | +3.1% | 1.42% | +2.9% |
| Q2 2019 | $14,925,000 | +7.3% | 83,270 | +3.2% | 1.38% | +4.3% |
| Q1 2019 | $13,909,000 | +60.7% | 80,695 | +40.4% | 1.32% | +18.8% |
| Q4 2018 | $8,657,000 | +17.0% | 57,455 | +37.6% | 1.11% | +34.4% |
| Q3 2018 | $7,399,000 | +101.2% | 41,760 | +84.7% | 0.82% | +92.8% |
| Q2 2018 | $3,677,000 | +369.0% | 22,610 | +347.3% | 0.43% | +355.3% |
| Q1 2018 | $784,000 | +89.8% | 5,055 | +39.4% | 0.09% | +51.6% |
| Q1 2015 | $413,000 | +2.0% | 3,625 | 0.0% | 0.06% | +1.6% |
| Q4 2014 | $405,000 | +4.7% | 3,625 | 0.0% | 0.06% | -4.7% |
| Q3 2014 | $387,000 | +1.6% | 3,625 | 0.0% | 0.06% | +1.6% |
| Q2 2014 | $381,000 | +45.4% | 3,625 | +38.1% | 0.06% | +34.0% |
| Q1 2014 | $262,000 | -39.4% | 2,625 | -40.0% | 0.05% | -39.7% |
| Q4 2013 | $432,000 | +10.5% | 4,375 | 0.0% | 0.08% | -2.5% |
| Q3 2013 | $391,000 | -46.8% | 4,375 | -50.0% | 0.08% | +2.6% |
| Q2 2013 | $735,000 | +164.4% | 8,750 | +159.3% | 0.08% | +30.0% |
| Q1 2013 | $278,000 | – | 3,375 | – | 0.06% | – |
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% |