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 | $8,188,601 | -2.9% | 119,681 | -0.0% | 1.00% | +0.4% |
| Q2 2023 | $8,435,568 | +11.5% | 119,687 | +1.0% | 1.00% | +4.4% |
| Q1 2023 | $7,568,083 | +9.4% | 118,455 | +0.2% | 0.96% | +3.5% |
| Q4 2022 | $6,915,108 | +0.8% | 118,206 | -0.3% | 0.92% | -6.5% |
| Q3 2022 | $6,860,000 | -5.8% | 118,590 | -1.8% | 0.99% | -1.2% |
| Q2 2022 | $7,286,000 | -21.6% | 120,731 | -0.7% | 1.00% | -10.4% |
| Q1 2022 | $9,289,000 | -10.8% | 121,614 | -2.3% | 1.12% | -9.8% |
| Q4 2021 | $10,418,000 | +11.5% | 124,514 | -1.5% | 1.24% | +4.3% |
| Q3 2021 | $9,342,000 | +0.2% | 126,403 | -1.4% | 1.19% | +0.9% |
| Q2 2021 | $9,326,000 | +5.4% | 128,228 | -5.6% | 1.18% | -0.8% |
| Q1 2021 | $8,845,000 | -2.0% | 135,854 | -3.9% | 1.18% | -5.8% |
| Q4 2020 | $9,024,000 | +5.5% | 141,394 | +282.1% | 1.26% | -7.6% |
| Q3 2020 | $8,550,000 | +10.2% | 37,000 | -1.0% | 1.36% | +2.3% |
| Q2 2020 | $7,756,000 | +24.8% | 37,380 | -0.7% | 1.33% | +2.3% |
| Q1 2020 | $6,215,000 | -17.0% | 37,657 | -2.6% | 1.30% | -3.2% |
| Q4 2019 | $7,488,000 | +0.1% | 38,669 | -6.9% | 1.34% | -5.6% |
| Q3 2019 | $7,479,000 | -14.7% | 41,548 | -15.0% | 1.42% | -12.0% |
| Q2 2019 | $8,767,000 | +0.7% | 48,905 | -3.1% | 1.62% | -5.2% |
| Q1 2019 | $8,702,000 | +7.8% | 50,480 | -5.8% | 1.70% | -8.5% |
| Q4 2018 | $8,075,000 | -17.1% | 53,567 | -2.6% | 1.86% | -10.0% |
| Q3 2018 | $9,745,000 | +5.0% | 54,999 | -3.7% | 2.07% | -1.3% |
| Q2 2018 | $9,281,000 | +3.6% | 57,090 | -1.1% | 2.10% | -1.0% |
| Q1 2018 | $8,960,000 | -1.5% | 57,736 | -3.0% | 2.12% | -5.8% |
| Q4 2017 | $9,099,000 | +15.9% | 59,552 | +8.8% | 2.25% | +2.0% |
| Q3 2017 | $7,850,000 | +45.3% | 54,727 | +38.6% | 2.20% | +28.6% |
| Q2 2017 | $5,403,000 | -99.8% | 39,476 | +97.2% | 1.71% | +61.9% |
| Q1 2017 | $2,633,000,000 | +713450.1% | 20,023 | +560.6% | 1.06% | +494.9% |
| Q4 2016 | $369,000 | – | 3,031 | – | 0.18% | – |
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% |