ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,684 | +0.9% | 6,216 | +3.6% | 0.06% | +1.8% |
| Q2 2023 | $422,951 | +25.8% | 6,001 | +14.0% | 0.06% | +25.0% |
| Q1 2023 | $336,254 | -0.3% | 5,263 | -8.7% | 0.04% | -4.3% |
| Q4 2022 | $337,136 | -22.9% | 5,763 | +10.3% | 0.05% | -2.1% |
| Q4 2021 | $437,000 | +5.0% | 5,223 | -7.1% | 0.05% | -6.0% |
| Q3 2021 | $416,000 | +0.5% | 5,623 | -1.3% | 0.05% | -5.7% |
| Q2 2021 | $414,000 | +11.6% | 5,696 | 0.0% | 0.05% | +8.2% |
| Q1 2021 | $371,000 | +1.9% | 5,696 | 0.0% | 0.05% | -5.8% |
| Q4 2020 | $364,000 | +10.6% | 5,696 | +300.0% | 0.05% | 0.0% |
| Q3 2020 | $329,000 | +26.1% | 1,424 | +13.0% | 0.05% | +10.6% |
| Q2 2020 | $261,000 | +25.5% | 1,260 | 0.0% | 0.05% | +17.5% |
| Q1 2020 | $208,000 | -38.5% | 1,260 | -27.8% | 0.04% | -32.2% |
| Q4 2019 | $338,000 | -10.3% | 1,745 | -16.7% | 0.06% | -18.1% |
| Q3 2019 | $377,000 | +0.3% | 2,096 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $376,000 | +4.2% | 2,096 | +0.1% | 0.07% | -10.1% |
| Q1 2019 | $361,000 | +9.7% | 2,093 | -4.0% | 0.08% | -2.5% |
| Q4 2018 | $329,000 | -7.6% | 2,181 | +8.5% | 0.08% | -4.7% |
| Q3 2018 | $356,000 | +8.9% | 2,010 | +0.1% | 0.08% | -1.2% |
| Q2 2018 | $327,000 | +39.7% | 2,008 | +33.2% | 0.09% | +34.4% |
| Q1 2018 | $234,000 | -36.1% | 1,508 | -37.0% | 0.06% | -27.3% |
| Q4 2017 | $366,000 | +61.9% | 2,395 | +52.3% | 0.09% | +51.7% |
| Q3 2017 | $226,000 | -3.4% | 1,573 | -8.1% | 0.06% | -6.5% |
| Q2 2017 | $234,000 | -60.7% | 1,712 | -65.0% | 0.06% | -64.6% |
| Q4 2016 | $596,000 | +29.0% | 4,896 | +29.0% | 0.18% | +30.6% |
| Q3 2016 | $462,000 | +4.5% | 3,794 | 0.0% | 0.13% | +20.7% |
| Q2 2016 | $442,000 | -69.9% | 3,794 | -70.0% | 0.11% | -70.3% |
| Q1 2016 | $1,467,000 | -3.4% | 12,662 | -3.4% | 0.37% | -0.3% |
| Q4 2015 | $1,519,000 | +10.6% | 13,114 | +3.0% | 0.38% | +0.3% |
| Q3 2015 | $1,373,000 | -13.4% | 12,734 | -8.5% | 0.37% | -22.2% |
| Q2 2015 | $1,585,000 | -0.1% | 13,918 | -0.0% | 0.48% | -16.8% |
| Q1 2015 | $1,587,000 | +7.5% | 13,924 | +5.3% | 0.58% | -0.9% |
| Q4 2014 | $1,476,000 | +10.7% | 13,222 | +5.9% | 0.58% | +33.7% |
| Q3 2014 | $1,333,000 | +4.7% | 12,480 | +3.1% | 0.44% | -14.8% |
| Q2 2014 | $1,273,000 | +219.0% | 12,102 | +202.7% | 0.51% | +187.6% |
| Q1 2014 | $399,000 | -63.1% | 3,998 | -63.5% | 0.18% | -64.3% |
| Q4 2013 | $1,081,000 | +70.2% | 10,942 | +54.1% | 0.50% | +23.8% |
| Q3 2013 | $635,000 | +21.6% | 7,102 | +14.3% | 0.40% | +105.6% |
| Q2 2013 | $522,000 | – | 6,214 | – | 0.20% | – |
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% |