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 | $10,528 | -1.9% | 153,872 | +1.0% | 1.61% | +0.6% |
| Q2 2023 | $10,735 | +11.0% | 152,312 | +0.7% | 1.60% | +0.9% |
| Q1 2023 | $9,667 | +10.3% | 151,311 | +1.0% | 1.59% | +4.4% |
| Q4 2022 | $8,761 | -99.9% | 149,762 | +1.5% | 1.52% | -8.4% |
| Q3 2022 | $8,537,000 | -2.2% | 147,571 | +2.0% | 1.66% | +1.7% |
| Q2 2022 | $8,731,000 | -20.0% | 144,665 | +1.3% | 1.64% | -9.8% |
| Q1 2022 | $10,907,000 | -8.5% | 142,802 | +0.2% | 1.81% | -5.7% |
| Q4 2021 | $11,918,000 | +13.9% | 142,446 | +0.6% | 1.92% | +2.9% |
| Q3 2021 | $10,467,000 | +2.3% | 141,620 | +0.7% | 1.87% | +1.8% |
| Q2 2021 | $10,228,000 | +17.7% | 140,632 | +5.4% | 1.84% | +15.1% |
| Q1 2021 | $8,688,000 | +5.0% | 133,438 | +3.0% | 1.59% | -12.7% |
| Q4 2020 | $8,271,000 | +12.0% | 129,602 | +305.4% | 1.83% | -0.9% |
| Q3 2020 | $7,386,000 | +82.4% | 31,965 | +63.8% | 1.84% | +72.3% |
| Q2 2020 | $4,049,000 | -21.8% | 19,517 | -37.8% | 1.07% | -34.1% |
| Q1 2020 | $5,175,000 | -13.4% | 31,357 | +1.6% | 1.62% | +6.4% |
| Q4 2019 | $5,977,000 | +29.1% | 30,865 | +9.9% | 1.52% | +19.0% |
| Q3 2019 | $4,629,000 | -12.2% | 28,090 | -4.5% | 1.28% | -14.0% |
| Q2 2019 | $5,273,000 | -9.5% | 29,418 | -13.0% | 1.49% | -5.5% |
| Q1 2019 | $5,827,000 | +9.4% | 33,809 | -4.4% | 1.58% | +0.3% |
| Q4 2018 | $5,327,000 | -7.5% | 35,355 | +8.7% | 1.57% | -3.3% |
| Q3 2018 | $5,762,000 | +11.0% | 32,520 | +1.9% | 1.63% | +0.3% |
| Q2 2018 | $5,190,000 | +4.7% | 31,919 | -0.1% | 1.62% | +1.1% |
| Q1 2018 | $4,956,000 | +3.0% | 31,962 | +1.5% | 1.60% | +1.1% |
| Q4 2017 | $4,811,000 | +7.9% | 31,490 | +1.3% | 1.59% | +1.5% |
| Q3 2017 | $4,457,000 | +15.9% | 31,077 | +10.6% | 1.56% | +10.5% |
| Q2 2017 | $3,846,000 | +6.7% | 28,100 | +2.6% | 1.41% | +1.9% |
| Q1 2017 | $3,604,000 | +9.4% | 27,400 | +1.3% | 1.39% | +2.1% |
| Q4 2016 | $3,293,000 | +24.8% | 27,041 | +24.6% | 1.36% | +17.1% |
| Q3 2016 | $2,639,000 | +12.3% | 21,695 | +7.7% | 1.16% | +5.2% |
| Q2 2016 | $2,349,000 | +7.6% | 20,150 | +7.0% | 1.10% | +1.6% |
| Q1 2016 | $2,183,000 | +39.8% | 18,838 | +39.7% | 1.09% | +33.5% |
| Q4 2015 | $1,561,000 | +34.3% | 13,482 | +25.0% | 0.81% | +27.0% |
| Q3 2015 | $1,162,000 | +14.7% | 10,782 | +21.2% | 0.64% | +22.1% |
| Q2 2015 | $1,013,000 | +0.4% | 8,898 | +0.5% | 0.52% | +0.4% |
| Q1 2015 | $1,009,000 | +16.1% | 8,855 | +13.7% | 0.52% | +10.6% |
| Q4 2014 | $869,000 | +34.1% | 7,791 | +28.4% | 0.47% | +28.2% |
| Q3 2014 | $648,000 | -1.4% | 6,069 | -2.8% | 0.37% | +0.3% |
| Q2 2014 | $657,000 | +18.4% | 6,246 | +12.3% | 0.37% | +12.9% |
| Q1 2014 | $555,000 | +74.0% | 5,563 | +72.1% | 0.33% | +53.8% |
| Q4 2013 | $319,000 | – | 3,233 | – | 0.21% | – |
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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% |