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 | $17,001,549 | -5.5% | 248,488 | -2.6% | 3.56% | -1.7% |
| Q2 2023 | $17,983,536 | +8.9% | 255,158 | -1.3% | 3.62% | +1.4% |
| Q1 2023 | $16,520,229 | +16.7% | 258,573 | +6.8% | 3.57% | +10.7% |
| Q4 2022 | $14,159,340 | -99.9% | 242,040 | +8.6% | 3.23% | +1.1% |
| Q3 2022 | $12,893,030,000 | -2.4% | 222,870 | +1.8% | 3.19% | +4.0% |
| Q2 2022 | $13,209,710,000 | -16.0% | 218,885 | +6.3% | 3.07% | -2.6% |
| Q1 2022 | $15,731,989,000 | -8.9% | 205,970 | -0.2% | 3.15% | -5.5% |
| Q4 2021 | $17,273,839,000 | +16.5% | 206,452 | +2.9% | 3.33% | +7.8% |
| Q3 2021 | $14,823,907,000 | +5.2% | 200,567 | +3.5% | 3.09% | +5.8% |
| Q2 2021 | $14,089,401,000 | +13.9% | 193,722 | +1.9% | 2.92% | +6.2% |
| Q1 2021 | $12,374,872,000 | +13.9% | 190,061 | +11.6% | 2.75% | +4.9% |
| Q4 2020 | $10,865,738,000 | +12.8% | 170,256 | +308.4% | 2.62% | +0.0% |
| Q3 2020 | $9,633,032,000 | +6.1% | 41,687 | -4.7% | 2.62% | -3.6% |
| Q2 2020 | $9,075,405,000 | +133.8% | 43,739 | +86.0% | 2.72% | +93.6% |
| Q1 2020 | $3,881,976,000 | +17.8% | 23,520 | +38.2% | 1.40% | +35.0% |
| Q4 2019 | $3,295,172,000 | +12.1% | 17,017 | +4.2% | 1.04% | +3.4% |
| Q3 2019 | $2,940,430,000 | +2.1% | 16,333 | +1.7% | 1.01% | -0.2% |
| Q2 2019 | $2,879,670,000 | +19.0% | 16,066 | +14.4% | 1.01% | +9.8% |
| Q1 2019 | $2,420,624,000 | +74.0% | 14,044 | +52.1% | 0.92% | +53.4% |
| Q4 2018 | $1,391,136,000 | +65.3% | 9,233 | +94.3% | 0.60% | +91.4% |
| Q3 2018 | $841,735,000 | +158.0% | 4,751 | +136.8% | 0.31% | +138.9% |
| Q2 2018 | $326,196,000 | -0.4% | 2,006 | -5.0% | 0.13% | -0.8% |
| Q1 2018 | $327,508,000 | +1.5% | 2,112 | 0.0% | 0.13% | +2.3% |
| Q4 2017 | $322,650,000 | +6.5% | 2,112 | 0.0% | 0.13% | -6.5% |
| Q3 2017 | $302,903,000 | +4.8% | 2,112 | 0.0% | 0.14% | +1.5% |
| Q2 2017 | $289,027,000 | +4.1% | 2,112 | 0.0% | 0.14% | -2.2% |
| Q1 2017 | $277,770,000 | – | 2,112 | – | 0.14% | – |
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% |