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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,958,764 | +18.2% | 52,713 | +7.7% | 0.41% | +4.6% |
| Q3 2023 | $3,348,410 | +19.1% | 48,939 | +22.7% | 0.39% | -2.3% |
| Q2 2023 | $2,812,199 | -4.0% | 39,901 | -13.0% | 0.40% | +19.5% |
| Q1 2023 | $2,929,397 | -8.6% | 45,850 | -9.7% | 0.33% | +48.7% |
| Q4 2022 | $3,204,627 | -70.7% | 50,754 | -69.0% | 0.22% | -70.4% |
| Q1 2022 | $10,920,000 | -14.0% | 163,510 | -1.3% | 0.76% | -9.3% |
| Q4 2021 | $12,695,000 | -16.1% | 165,640 | -8.9% | 0.84% | -16.9% |
| Q3 2021 | $15,126,000 | +28.2% | 181,910 | +16.9% | 1.01% | +21.1% |
| Q2 2021 | $11,803,000 | +12.3% | 155,672 | +1.4% | 0.83% | +1.8% |
| Q1 2021 | $10,514,000 | +4.3% | 153,579 | +1.1% | 0.82% | -4.8% |
| Q4 2020 | $10,078,000 | -1.6% | 151,962 | -10.6% | 0.86% | -14.2% |
| Q3 2020 | $10,245,000 | +37.2% | 169,901 | +421.2% | 1.00% | +29.2% |
| Q2 2020 | $7,469,000 | +19.7% | 32,595 | -1.5% | 0.77% | -4.6% |
| Q1 2020 | $6,242,000 | -12.7% | 33,106 | -3.2% | 0.81% | -4.0% |
| Q4 2019 | $7,148,000 | +2.1% | 34,211 | -9.5% | 0.84% | -11.8% |
| Q3 2019 | $7,004,000 | -0.1% | 37,796 | -3.0% | 0.96% | -9.3% |
| Q2 2019 | $7,009,000 | -5.7% | 38,960 | -8.5% | 1.06% | -9.1% |
| Q1 2019 | $7,432,000 | +1.8% | 42,599 | -2.8% | 1.16% | -1.2% |
| Q4 2018 | $7,301,000 | +6.2% | 43,809 | -0.4% | 1.17% | -6.5% |
| Q3 2018 | $6,873,000 | +6.8% | 43,982 | +11.1% | 1.26% | -4.9% |
| Q2 2018 | $6,436,000 | +29.8% | 39,580 | +23.8% | 1.32% | +21.2% |
| Q1 2018 | $4,959,000 | +39.5% | 31,980 | +37.5% | 1.09% | +14.4% |
| Q4 2017 | $3,554,000 | -80.6% | 23,263 | -81.8% | 0.95% | -81.5% |
| Q3 2017 | $18,331,000 | +6.6% | 127,812 | +1.7% | 5.14% | +4.1% |
| Q2 2017 | $17,199,000 | -98.2% | 125,674 | +1601.1% | 4.94% | +46.7% |
| Q1 2017 | $969,338,000 | -91.7% | 7,388 | -92.3% | 3.37% | -11.2% |
| Q3 2016 | $11,643,351,000 | +2129.7% | 96,362 | +888.7% | 3.79% | +5558.2% |
| Q2 2016 | $522,194,000 | +15.1% | 9,746 | -17.6% | 0.07% | -9.5% |
| Q4 2015 | $453,812,000 | +125958.9% | 11,833 | +273.8% | 0.07% | -52.9% |
| Q2 2015 | $360,000 | -5.5% | 3,166 | -5.9% | 0.16% | -11.3% |
| Q1 2015 | $381,000 | – | 3,366 | – | 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% |