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 | $9,467,466 | -4.9% | 138,373 | -2.0% | 0.89% | -0.2% |
| Q2 2023 | $9,955,779 | +8.4% | 141,257 | -1.8% | 0.90% | +3.3% |
| Q1 2023 | $9,187,025 | +8.5% | 143,794 | -0.7% | 0.87% | +4.5% |
| Q4 2022 | $8,470,924 | +12.7% | 144,802 | +11.4% | 0.83% | +0.5% |
| Q3 2022 | $7,518,000 | -0.8% | 129,956 | +3.5% | 0.82% | +3.1% |
| Q2 2022 | $7,578,000 | -13.0% | 125,568 | +10.1% | 0.80% | -2.7% |
| Q1 2022 | $8,708,000 | +9.5% | 114,005 | +20.0% | 0.82% | +9.6% |
| Q4 2021 | $7,950,000 | +53.4% | 95,015 | +35.5% | 0.75% | +41.0% |
| Q3 2021 | $5,183,000 | +2105.5% | 70,125 | +2070.4% | 0.53% | +1420.0% |
| Q2 2021 | $235,000 | +46.0% | 3,231 | +31.0% | 0.04% | +6.1% |
| Q1 2021 | $161,000 | +2.5% | 2,466 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $157,000 | +10.6% | 2,466 | +300.3% | 0.03% | -2.9% |
| Q3 2020 | $142,000 | +10.9% | 616 | 0.0% | 0.03% | +3.0% |
| Q2 2020 | $128,000 | +25.5% | 616 | 0.0% | 0.03% | +6.5% |
| Q1 2020 | $102,000 | -14.3% | 616 | 0.0% | 0.03% | +6.9% |
| Q4 2019 | $119,000 | +7.2% | 616 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $111,000 | +0.9% | 616 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $110,000 | -1.8% | 616 | -5.2% | 0.03% | -3.4% |
| Q1 2019 | $112,000 | +14.3% | 650 | 0.0% | 0.03% | +11.5% |
| Q4 2018 | $98,000 | -22.2% | 650 | -9.0% | 0.03% | -18.8% |
| Q3 2018 | $126,000 | +8.6% | 714 | 0.0% | 0.03% | +3.2% |
| Q2 2018 | $116,000 | -12.1% | 714 | -16.2% | 0.03% | -11.4% |
| Q1 2018 | $132,000 | +1.5% | 852 | 0.0% | 0.04% | +9.4% |
| Q4 2017 | $130,000 | +6.6% | 852 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $122,000 | +60.5% | 852 | +54.3% | 0.03% | +52.4% |
| Q2 2017 | $76,000 | -1.3% | 552 | -12.7% | 0.02% | 0.0% |
| Q1 2017 | $77,000 | 0.0% | 632 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $77,000 | +6.9% | 632 | +6.9% | 0.02% | 0.0% |
| Q3 2016 | $72,000 | +4.3% | 591 | 0.0% | 0.02% | +10.5% |
| Q2 2016 | $69,000 | +1.5% | 591 | 0.0% | 0.02% | -5.0% |
| Q1 2016 | $68,000 | 0.0% | 591 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $68,000 | +47.8% | 591 | +38.4% | 0.02% | 0.0% |
| Q3 2015 | $46,000 | -6.1% | 427 | 0.0% | 0.02% | -20.0% |
| Q2 2015 | $49,000 | 0.0% | 427 | 0.0% | 0.02% | +8.7% |
| Q1 2015 | $49,000 | +2.1% | 427 | 0.0% | 0.02% | +187.5% |
| Q4 2014 | $48,000 | +4.3% | 427 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $46,000 | +2.2% | 427 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $45,000 | – | 427 | – | 0.01% | – |
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% |