ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,975,270 | -3.8% | 58,101 | -0.9% | 0.39% | -1.0% |
| Q2 2023 | $4,132,736 | +11.2% | 58,637 | +0.8% | 0.40% | +3.1% |
| Q1 2023 | $3,716,481 | +108887.7% | 58,170 | -0.2% | 0.38% | -2.5% |
| Q4 2022 | $3,410 | -99.9% | 58,299 | -4.6% | 0.39% | -7.3% |
| Q3 2022 | $3,536,000 | -7.3% | 61,128 | -3.3% | 0.42% | +0.7% |
| Q2 2022 | $3,815,000 | -22.8% | 63,209 | -2.3% | 0.42% | -11.9% |
| Q1 2022 | $4,942,000 | +20.4% | 64,709 | +31.9% | 0.48% | +21.6% |
| Q4 2021 | $4,106,000 | -0.2% | 49,077 | -11.8% | 0.39% | -7.7% |
| Q3 2021 | $4,114,000 | +7.7% | 55,668 | +6.0% | 0.43% | +5.2% |
| Q2 2021 | $3,820,000 | +36.0% | 52,522 | +208.6% | 0.40% | -22.6% |
| Q1 2021 | $2,809,000 | -22.8% | 17,018 | -70.1% | 0.52% | +9.4% |
| Q4 2020 | $3,638,000 | -0.4% | 57,009 | +260.6% | 0.48% | -12.9% |
| Q3 2020 | $3,653,000 | +3.5% | 15,810 | -7.1% | 0.55% | +0.2% |
| Q2 2020 | $3,531,000 | -45.3% | 17,018 | -52.5% | 0.55% | +1.9% |
| Q1 2020 | $6,450,000 | +90.3% | 35,832 | +104.7% | 0.54% | +2.9% |
| Q4 2019 | $3,390,000 | +5.1% | 17,505 | -2.3% | 0.52% | -2.8% |
| Q3 2019 | $3,225,000 | +0.9% | 17,916 | +0.5% | 0.54% | -2.9% |
| Q2 2019 | $3,196,000 | +4.7% | 17,831 | +0.7% | 0.55% | -1.6% |
| Q1 2019 | $3,052,000 | +11.8% | 17,705 | -2.3% | 0.56% | +0.5% |
| Q4 2018 | $2,729,000 | -17.9% | 18,115 | -3.4% | 0.56% | +5.1% |
| Q3 2018 | $3,322,000 | +10.7% | 18,753 | +1.6% | 0.53% | +3.1% |
| Q2 2018 | $3,002,000 | +2.5% | 18,459 | -2.2% | 0.52% | -0.8% |
| Q1 2018 | $2,928,000 | -0.8% | 18,883 | -2.3% | 0.52% | -6.0% |
| Q4 2017 | $2,953,000 | +0.4% | 19,327 | -5.7% | 0.55% | +13.5% |
| Q3 2017 | $2,941,000 | +2.3% | 20,504 | -2.4% | 0.49% | -7.2% |
| Q2 2017 | $2,875,000 | +1.6% | 21,008 | -2.3% | 0.53% | -6.6% |
| Q1 2017 | $2,829,000 | +2.3% | 21,508 | -5.4% | 0.56% | -65.2% |
| Q3 2016 | $2,765,000 | +29.4% | 22,729 | +24.0% | 1.62% | +187.7% |
| Q2 2016 | $2,137,000 | -0.3% | 18,333 | -0.9% | 0.56% | -13.1% |
| Q1 2016 | $2,143,000 | +87.0% | 18,495 | +86.8% | 0.65% | +59.4% |
| Q4 2015 | $1,146,000 | +0.3% | 9,899 | -6.6% | 0.41% | -2.6% |
| Q3 2015 | $1,143,000 | -3.9% | 10,604 | +1.4% | 0.42% | +1.5% |
| Q2 2015 | $1,190,000 | -0.3% | 10,455 | -0.2% | 0.41% | +0.5% |
| Q1 2015 | $1,194,000 | -0.1% | 10,478 | -2.1% | 0.41% | -4.2% |
| Q4 2014 | $1,195,000 | +6.8% | 10,708 | +2.2% | 0.43% | -0.2% |
| Q3 2014 | $1,119,000 | -1.1% | 10,479 | -2.5% | 0.43% | +3.6% |
| Q2 2014 | $1,131,000 | +5.6% | 10,752 | +0.3% | 0.41% | -6.3% |
| Q1 2014 | $1,071,000 | +44.3% | 10,721 | +42.7% | 0.44% | +34.9% |
| Q4 2013 | $742,000 | +9.8% | 7,515 | -0.6% | 0.33% | -7.1% |
| Q3 2013 | $676,000 | +39.1% | 7,564 | +30.8% | 0.35% | +10.0% |
| Q2 2013 | $486,000 | – | 5,781 | – | 0.32% | – |
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% |