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 | $2,546,224 | -4.0% | 37,215 | -1.1% | 0.48% | -9.9% |
| Q2 2023 | $2,653,334 | +10.0% | 37,647 | -0.3% | 0.53% | -0.7% |
| Q1 2023 | $2,412,909 | +9.8% | 37,767 | +0.6% | 0.54% | +6.5% |
| Q4 2022 | $2,196,945 | +1.1% | 37,555 | 0.0% | 0.50% | -13.8% |
| Q3 2022 | $2,173,000 | -5.7% | 37,555 | -1.7% | 0.58% | -8.9% |
| Q2 2022 | $2,305,000 | -23.3% | 38,197 | -2.9% | 0.64% | -11.0% |
| Q1 2022 | $3,006,000 | -19.0% | 39,353 | -11.2% | 0.72% | -19.2% |
| Q4 2021 | $3,709,000 | +13.2% | 44,326 | 0.0% | 0.89% | -1.5% |
| Q3 2021 | $3,276,000 | +1.6% | 44,326 | 0.0% | 0.91% | -25.4% |
| Q2 2021 | $3,224,000 | +5.0% | 44,326 | -6.0% | 1.22% | +20.3% |
| Q1 2021 | $3,071,000 | -5.3% | 47,171 | -7.2% | 1.01% | -12.9% |
| Q4 2020 | $3,243,000 | +9.6% | 50,818 | +296.8% | 1.16% | -9.3% |
| Q3 2020 | $2,959,000 | +10.8% | 12,806 | -0.5% | 1.28% | +0.1% |
| Q2 2020 | $2,671,000 | +24.9% | 12,874 | -0.6% | 1.28% | +7.8% |
| Q1 2020 | $2,138,000 | -15.8% | 12,953 | -1.2% | 1.19% | -1.3% |
| Q4 2019 | $2,538,000 | +4.8% | 13,106 | -2.6% | 1.20% | -1.9% |
| Q3 2019 | $2,422,000 | +0.1% | 13,454 | -0.3% | 1.22% | -7.8% |
| Q2 2019 | $2,419,000 | +1.8% | 13,499 | -2.1% | 1.33% | +0.6% |
| Q1 2019 | $2,376,000 | +11.8% | 13,788 | -2.2% | 1.32% | +0.3% |
| Q4 2018 | $2,125,000 | -15.0% | 14,103 | 0.0% | 1.32% | -4.7% |
| Q3 2018 | $2,499,000 | +2.6% | 14,103 | -5.8% | 1.38% | -0.5% |
| Q2 2018 | $2,435,000 | -0.5% | 14,972 | -5.2% | 1.39% | -1.3% |
| Q1 2018 | $2,448,000 | -0.8% | 15,786 | -2.3% | 1.41% | +4.4% |
| Q4 2017 | $2,467,000 | -1.3% | 16,150 | -7.4% | 1.35% | -4.9% |
| Q3 2017 | $2,500,000 | +9.5% | 17,434 | +4.4% | 1.42% | +4.6% |
| Q2 2017 | $2,284,000 | -8.8% | 16,692 | -12.4% | 1.36% | -10.4% |
| Q1 2017 | $2,505,000 | +1.7% | 19,046 | -5.8% | 1.51% | -0.3% |
| Q4 2016 | $2,462,000 | -20.2% | 20,213 | -20.3% | 1.52% | -21.3% |
| Q3 2016 | $3,086,000 | +2.4% | 25,364 | -1.9% | 1.93% | +2.7% |
| Q2 2016 | $3,013,000 | -0.4% | 25,844 | -1.0% | 1.88% | -1.4% |
| Q1 2016 | $3,025,000 | -0.1% | 26,098 | -0.2% | 1.90% | -1.6% |
| Q4 2015 | $3,029,000 | +5.2% | 26,155 | -2.1% | 1.93% | +1.3% |
| Q3 2015 | $2,879,000 | -9.9% | 26,707 | -2.5% | 1.91% | -5.2% |
| Q2 2015 | $3,196,000 | +0.6% | 27,378 | -1.8% | 2.01% | +0.2% |
| Q1 2015 | $3,177,000 | -2.2% | 27,881 | -4.2% | 2.01% | +4.3% |
| Q4 2014 | $3,249,000 | – | 29,117 | – | 1.93% | – |
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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% |