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 | $11,952,931 | -4.4% | 174,699 | -1.5% | 3.21% | -2.3% |
| Q2 2023 | $12,505,874 | +11.7% | 177,439 | +1.3% | 3.29% | +5.4% |
| Q1 2023 | $11,192,072 | +8.7% | 175,177 | -0.4% | 3.12% | -2.7% |
| Q4 2022 | $10,293,629 | -1.5% | 175,959 | -2.6% | 3.21% | -7.5% |
| Q3 2022 | $10,453,000 | -5.3% | 180,686 | -1.2% | 3.47% | -2.2% |
| Q2 2022 | $11,033,000 | -23.1% | 182,809 | -0.9% | 3.54% | -12.4% |
| Q1 2022 | $14,339,000 | +10.6% | 184,517 | +19.0% | 4.05% | +13.9% |
| Q4 2021 | $12,969,000 | +21.0% | 154,999 | +6.9% | 3.55% | +13.2% |
| Q3 2021 | $10,720,000 | +2.2% | 145,037 | +0.6% | 3.14% | -0.3% |
| Q2 2021 | $10,488,000 | +12.2% | 144,211 | +0.4% | 3.15% | +3.2% |
| Q1 2021 | $9,349,000 | -6.1% | 143,590 | -8.0% | 3.05% | -18.1% |
| Q4 2020 | $9,957,000 | +20.4% | 156,021 | +336.0% | 3.73% | -10.3% |
| Q3 2020 | $8,270,000 | +473.5% | 35,788 | +414.8% | 4.16% | +433.4% |
| Q2 2020 | $1,442,000 | +276.5% | 6,952 | +199.7% | 0.78% | +197.3% |
| Q1 2020 | $383,000 | -82.7% | 2,320 | -79.7% | 0.26% | -74.2% |
| Q4 2019 | $2,215,000 | +4.0% | 11,438 | -3.3% | 1.02% | -0.7% |
| Q3 2019 | $2,130,000 | 0.0% | 11,833 | -0.4% | 1.02% | -2.3% |
| Q2 2019 | $2,130,000 | +0.9% | 11,885 | -2.9% | 1.05% | -4.1% |
| Q1 2019 | $2,110,000 | +13.6% | 12,239 | -0.7% | 1.09% | +4.7% |
| Q4 2018 | $1,857,000 | -13.3% | 12,323 | +1.9% | 1.04% | -8.4% |
| Q3 2018 | $2,142,000 | +11.2% | 12,088 | +2.0% | 1.14% | +1.9% |
| Q2 2018 | $1,927,000 | +5.9% | 11,848 | +1.0% | 1.12% | -43.4% |
| Q1 2018 | $1,819,000 | +2.5% | 11,731 | +0.9% | 1.97% | +84.6% |
| Q4 2017 | $1,775,000 | +5.1% | 11,621 | -1.3% | 1.07% | +2.5% |
| Q3 2017 | $1,689,000 | +3.6% | 11,777 | -1.2% | 1.04% | -0.5% |
| Q2 2017 | $1,631,000 | +3.8% | 11,917 | -0.2% | 1.05% | +0.7% |
| Q1 2017 | $1,571,000 | -2.6% | 11,942 | -9.9% | 1.04% | -8.0% |
| Q4 2016 | $1,613,000 | -3.4% | 13,248 | -3.5% | 1.13% | -5.4% |
| Q3 2016 | $1,670,000 | -10.6% | 13,726 | -14.4% | 1.20% | -14.3% |
| Q2 2016 | $1,869,000 | -7.6% | 16,036 | -8.1% | 1.40% | -10.8% |
| Q1 2016 | $2,022,000 | +1.0% | 17,450 | -6.0% | 1.56% | +59.0% |
| Q3 2015 | $2,001,000 | -5.5% | 18,564 | -0.1% | 0.98% | -2.0% |
| Q2 2015 | $2,117,000 | -4.4% | 18,591 | -4.3% | 1.00% | -5.8% |
| Q1 2015 | $2,215,000 | +8.9% | 19,433 | +6.7% | 1.07% | -4.8% |
| Q4 2014 | $2,034,000 | – | 18,217 | – | 1.12% | – |
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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% |