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 | $1,899,510 | +37.5% | 27,762 | +41.7% | 0.26% | +29.4% |
| Q2 2023 | $1,381,121 | +68.1% | 19,596 | +52.4% | 0.20% | +67.2% |
| Q1 2023 | $821,625 | +5.9% | 12,860 | -3.0% | 0.12% | +2.5% |
| Q4 2022 | $775,886 | +1.2% | 13,263 | 0.0% | 0.12% | +2.6% |
| Q3 2022 | $767,000 | -4.1% | 13,263 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $800,000 | -14.5% | 13,263 | -0.8% | 0.12% | -12.1% |
| Q1 2022 | $936,000 | -44.7% | 13,366 | -34.0% | 0.13% | -45.2% |
| Q4 2021 | $1,693,000 | -15.8% | 20,241 | -25.6% | 0.24% | -17.7% |
| Q3 2021 | $2,011,000 | +68.0% | 27,215 | +65.3% | 0.29% | +64.6% |
| Q2 2021 | $1,197,000 | +11.2% | 16,468 | -0.3% | 0.18% | +2.3% |
| Q1 2021 | $1,076,000 | -20.7% | 16,524 | -22.3% | 0.17% | -23.3% |
| Q4 2020 | $1,357,000 | -3.9% | 21,274 | +248.0% | 0.23% | -5.8% |
| Q3 2020 | $1,412,000 | -91.9% | 6,113 | -92.8% | 0.24% | -92.5% |
| Q2 2020 | $17,521,000 | +23.7% | 84,444 | -1.6% | 3.20% | +6.2% |
| Q1 2020 | $14,165,000 | -36.1% | 85,825 | -25.1% | 3.02% | -11.3% |
| Q4 2019 | $22,180,000 | +7.5% | 114,544 | -0.0% | 3.40% | -4.6% |
| Q3 2019 | $20,629,000 | -0.4% | 114,586 | -0.8% | 3.56% | +1.0% |
| Q2 2019 | $20,702,000 | +0.6% | 115,500 | -3.2% | 3.53% | -10.0% |
| Q1 2019 | $20,572,000 | -26.3% | 119,357 | -35.5% | 3.92% | -20.3% |
| Q4 2018 | $27,901,000 | -99.9% | 185,182 | +21.4% | 4.92% | +29.1% |
| Q3 2018 | $27,099,302,000 | +114252.7% | 152,550 | +5.0% | 3.81% | +2.6% |
| Q2 2018 | $23,698,000 | +1.9% | 145,306 | -3.1% | 3.72% | -6.9% |
| Q1 2018 | $23,254,000 | +6.9% | 149,960 | +5.3% | 3.99% | +5.9% |
| Q4 2017 | $21,752,000 | +0.0% | 142,388 | -6.1% | 3.77% | -23.1% |
| Q3 2017 | $21,750,000 | +1.2% | 151,659 | -3.4% | 4.90% | -1.6% |
| Q2 2017 | $21,486,000 | -27.1% | 157,009 | -30.1% | 4.98% | -26.2% |
| Q1 2017 | $29,485,000 | +6.0% | 224,493 | +1.4% | 6.74% | -0.7% |
| Q4 2016 | $27,814,000 | +106.8% | 221,470 | +97.0% | 6.79% | +57.5% |
| Q3 2016 | $13,451,000 | +9.3% | 112,416 | +6.5% | 4.31% | +4.8% |
| Q2 2016 | $12,306,000 | +32.6% | 105,564 | +31.9% | 4.12% | +14.1% |
| Q1 2016 | $9,279,000 | -26.4% | 80,063 | -26.5% | 3.61% | -35.0% |
| Q4 2015 | $12,612,000 | – | 108,909 | – | 5.55% | – |
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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% |