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 | $6,769,118 | +18.8% | 98,934 | +22.4% | 0.24% | +24.4% |
| Q2 2023 | $5,696,814 | +15.5% | 80,828 | +4.7% | 0.20% | +11.9% |
| Q1 2023 | $4,931,902 | +13.5% | 77,193 | +3.9% | 0.18% | +10.0% |
| Q4 2022 | $4,344,950 | +12.3% | 74,272 | +11.0% | 0.16% | +3.2% |
| Q3 2022 | $3,868,000 | -2.1% | 66,884 | +2.1% | 0.16% | +9.9% |
| Q2 2022 | $3,952,000 | +9.3% | 65,508 | +38.4% | 0.14% | -28.8% |
| Q1 2022 | $3,616,000 | -40.4% | 47,338 | -34.7% | 0.20% | +8.2% |
| Q4 2021 | $6,064,000 | +8.0% | 72,480 | -4.6% | 0.18% | 0.0% |
| Q3 2021 | $5,615,000 | +96.4% | 75,989 | +93.3% | 0.18% | +18.8% |
| Q2 2021 | $2,859,000 | -12.2% | 39,320 | -21.4% | 0.15% | -18.1% |
| Q1 2021 | $3,255,000 | -33.9% | 50,016 | -35.2% | 0.19% | -43.0% |
| Q4 2020 | $4,922,000 | +1.4% | 77,126 | +267.1% | 0.33% | -9.3% |
| Q3 2020 | $4,855,000 | +10.0% | 21,012 | -1.2% | 0.36% | +4.6% |
| Q2 2020 | $4,413,000 | +23.3% | 21,272 | -1.9% | 0.35% | +4.2% |
| Q1 2020 | $3,578,000 | -20.4% | 21,677 | -6.6% | 0.33% | +0.9% |
| Q4 2019 | $4,493,000 | +7.1% | 23,203 | -0.5% | 0.33% | +1.2% |
| Q3 2019 | $4,197,000 | -6.7% | 23,318 | -7.1% | 0.33% | -5.8% |
| Q2 2019 | $4,499,000 | +7.7% | 25,105 | +3.6% | 0.35% | +3.9% |
| Q1 2019 | $4,177,000 | +62.5% | 24,239 | +42.0% | 0.33% | +45.9% |
| Q4 2018 | $2,571,000 | -24.5% | 17,071 | -11.2% | 0.23% | -13.6% |
| Q3 2018 | $3,405,000 | +4.9% | 19,224 | -3.7% | 0.26% | -2.6% |
| Q2 2018 | $3,245,000 | +7.1% | 19,962 | +2.2% | 0.27% | -7.8% |
| Q1 2018 | $3,029,000 | -13.5% | 19,523 | -14.5% | 0.30% | -11.4% |
| Q4 2017 | $3,502,000 | +2.5% | 22,838 | -4.1% | 0.33% | -5.4% |
| Q3 2017 | $3,417,000 | +2.5% | 23,820 | -1.9% | 0.35% | -3.0% |
| Q2 2017 | $3,333,000 | +2.4% | 24,271 | -1.7% | 0.36% | -2.2% |
| Q1 2017 | $3,255,000 | +12.6% | 24,681 | +3.7% | 0.37% | +1.1% |
| Q4 2016 | $2,890,000 | 0.0% | 23,800 | 0.0% | 0.37% | 0.0% |
| Q3 2016 | $2,890,000 | +95.9% | 23,800 | +88.2% | 0.37% | +83.5% |
| Q2 2016 | $1,475,000 | -24.8% | 12,646 | -25.6% | 0.20% | -8.3% |
| Q1 2016 | $1,961,000 | +106.9% | 17,005 | +107.7% | 0.22% | +29.8% |
| Q4 2015 | $948,000 | -42.5% | 8,187 | -46.5% | 0.17% | -33.9% |
| Q3 2015 | $1,648,000 | +29.4% | 15,292 | +36.5% | 0.25% | +37.3% |
| Q2 2015 | $1,274,000 | +1.0% | 11,202 | +1.2% | 0.18% | +1.1% |
| Q1 2015 | $1,262,000 | +25.0% | 11,073 | +22.5% | 0.18% | +18.1% |
| Q4 2014 | $1,010,000 | +12.1% | 9,038 | +7.1% | 0.16% | +9.9% |
| Q3 2014 | $901,000 | +0.4% | 8,440 | -1.3% | 0.14% | +8.5% |
| Q2 2014 | $897,000 | +13.3% | 8,550 | +7.7% | 0.13% | +17.1% |
| Q1 2014 | $792,000 | -2.3% | 7,937 | -4.2% | 0.11% | -8.3% |
| Q4 2013 | $811,000 | +7.3% | 8,289 | -2.0% | 0.12% | -0.8% |
| Q3 2013 | $756,000 | – | 8,458 | – | 0.12% | – |
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% |