ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,370,600 | -2.4% | 283,113 | +0.5% | 2.44% | -0.9% |
| Q2 2023 | $19,847,388 | +15.5% | 281,603 | +4.7% | 2.46% | +6.0% |
| Q1 2023 | $17,180,085 | +12.0% | 268,901 | +2.5% | 2.32% | +6.4% |
| Q4 2022 | $15,344,375 | +1.8% | 262,297 | +0.7% | 2.18% | -6.0% |
| Q3 2022 | $15,066,000 | -1.9% | 260,435 | +2.3% | 2.32% | +0.1% |
| Q2 2022 | $15,360,000 | -17.7% | 254,515 | +4.1% | 2.31% | -9.6% |
| Q1 2022 | $18,671,000 | -5.2% | 244,451 | +3.9% | 2.56% | -3.9% |
| Q4 2021 | $19,686,000 | +9.4% | 235,277 | -3.4% | 2.66% | +1.4% |
| Q3 2021 | $18,000,000 | +1.1% | 243,537 | +1.4% | 2.63% | -1.6% |
| Q2 2021 | $17,801,000 | +16.1% | 240,127 | +2.0% | 2.67% | +9.3% |
| Q1 2021 | $15,326,000 | -10.0% | 235,382 | -11.8% | 2.44% | -19.8% |
| Q4 2020 | $17,033,000 | -2.2% | 266,890 | +254.2% | 3.04% | -13.5% |
| Q3 2020 | $17,410,000 | +11.5% | 75,341 | +0.1% | 3.52% | +4.3% |
| Q2 2020 | $15,612,000 | -9.6% | 75,240 | -28.1% | 3.38% | -26.9% |
| Q1 2020 | $17,276,000 | -40.6% | 104,670 | -30.4% | 4.62% | -27.7% |
| Q4 2019 | $29,108,000 | +4.6% | 150,318 | -2.7% | 6.39% | -4.4% |
| Q3 2019 | $27,822,000 | -0.4% | 154,540 | -0.9% | 6.68% | -0.8% |
| Q2 2019 | $27,945,000 | +6.5% | 155,907 | +2.4% | 6.73% | +3.4% |
| Q1 2019 | $26,242,000 | +23.2% | 152,250 | +7.7% | 6.51% | +11.7% |
| Q4 2018 | $21,297,000 | -13.2% | 141,349 | +2.0% | 5.83% | -7.2% |
| Q3 2018 | $24,548,000 | +11.9% | 138,557 | +2.7% | 6.28% | +4.6% |
| Q2 2018 | $21,932,000 | +8.4% | 134,872 | +3.4% | 6.00% | +0.8% |
| Q1 2018 | $20,224,000 | +4.4% | 130,421 | +2.9% | 5.96% | +2.1% |
| Q4 2017 | $19,370,000 | +14.2% | 126,793 | +7.2% | 5.83% | +4.3% |
| Q3 2017 | $16,964,000 | +11.5% | 118,284 | +6.4% | 5.59% | +3.9% |
| Q2 2017 | $15,220,000 | +13.6% | 111,219 | +9.1% | 5.38% | +4.1% |
| Q1 2017 | $13,402,000 | +33.1% | 101,901 | +23.3% | 5.17% | +18.1% |
| Q4 2016 | $10,068,000 | +27.5% | 82,667 | +27.4% | 4.38% | +14.1% |
| Q3 2016 | $7,896,000 | +25.2% | 64,901 | +20.0% | 3.84% | +12.5% |
| Q2 2016 | $6,308,000 | +26.7% | 54,105 | +25.9% | 3.41% | +16.4% |
| Q1 2016 | $4,980,000 | +32.8% | 42,972 | +32.7% | 2.93% | +15.7% |
| Q4 2015 | $3,750,000 | +62.3% | 32,380 | +51.1% | 2.53% | +45.6% |
| Q3 2015 | $2,310,000 | +86.6% | 21,425 | +97.1% | 1.74% | +92.1% |
| Q2 2015 | $1,238,000 | +102.0% | 10,869 | +106.4% | 0.91% | +85.3% |
| Q1 2015 | $613,000 | +35.0% | 5,266 | +29.6% | 0.49% | +29.0% |
| Q4 2014 | $454,000 | – | 4,063 | – | 0.38% | – |
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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% |