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 | $942,559 | +7.6% | 13,776 | +10.8% | 0.11% | +14.9% |
| Q2 2023 | $876,389 | +1.5% | 12,435 | -8.0% | 0.09% | +11.9% |
| Q1 2023 | $863,596 | +6.2% | 13,517 | -2.8% | 0.08% | +6.3% |
| Q4 2022 | $813,456 | +3.4% | 13,905 | +2.2% | 0.08% | -16.0% |
| Q3 2022 | $787,000 | -4.1% | 13,603 | +0.0% | 0.09% | +14.6% |
| Q2 2022 | $821,000 | -99.9% | 13,601 | +0.7% | 0.08% | -3.5% |
| Q1 2022 | $1,031,215,000 | -30.9% | 13,501 | -24.3% | 0.08% | -29.2% |
| Q4 2021 | $1,492,050,000 | -26.1% | 17,833 | -34.7% | 0.12% | -31.4% |
| Q3 2021 | $2,018,597,000 | +242519.8% | 27,312 | +138.8% | 0.18% | +66.7% |
| Q2 2021 | $832,000 | -11.5% | 11,435 | -20.8% | 0.10% | +5.0% |
| Q1 2021 | $940,000 | +9.4% | 14,433 | +7.3% | 0.10% | -8.3% |
| Q4 2020 | $859,000 | +1.4% | 13,453 | +287.7% | 0.11% | -4.4% |
| Q3 2020 | $847,000 | +9.3% | 3,470 | -7.1% | 0.11% | -9.5% |
| Q2 2020 | $775,000 | +14.8% | 3,736 | -8.7% | 0.13% | -11.3% |
| Q1 2020 | $675,000 | -10.5% | 4,092 | +4.9% | 0.14% | +9.2% |
| Q4 2019 | $754,000 | +9.6% | 3,901 | +2.1% | 0.13% | -72.8% |
| Q3 2019 | $688,000 | +4.2% | 3,822 | +3.7% | 0.48% | +78.4% |
| Q2 2019 | $660,000 | +2.0% | 3,685 | -1.8% | 0.27% | +54.9% |
| Q1 2019 | $647,000 | +19.2% | 3,754 | +4.2% | 0.17% | +30.1% |
| Q4 2018 | $543,000 | -14.5% | 3,604 | +0.6% | 0.13% | +47.8% |
| Q3 2018 | $635,000 | +164.6% | 3,584 | +142.5% | 0.09% | +23.3% |
| Q2 2018 | $240,000 | -30.0% | 1,478 | -33.1% | 0.07% | -31.8% |
| Q1 2018 | $343,000 | +5.9% | 2,210 | +4.3% | 0.11% | +32.1% |
| Q4 2017 | $324,000 | -9.2% | 2,119 | -31.1% | 0.08% | -64.9% |
| Q1 2016 | $357,000 | +2.0% | 3,076 | +1.7% | 0.23% | -5.7% |
| Q4 2015 | $350,000 | -4.6% | 3,026 | -6.0% | 0.24% | +4.7% |
| Q3 2015 | $367,000 | -99.9% | 3,220 | -51.9% | 0.23% | -2.9% |
| Q2 2015 | $381,812,000 | +99850.8% | 6,700 | +100.0% | 0.24% | -2.8% |
| Q1 2015 | $382,000 | -10.7% | 3,350 | -12.6% | 0.25% | +2.1% |
| Q4 2014 | $428,000 | – | 3,831 | – | 0.24% | – |
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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% |