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 | $2,171,052 | -5.9% | 31,731 | -3.1% | 0.24% | +5.2% |
| Q2 2023 | $2,306,898 | +9.5% | 32,731 | -0.7% | 0.23% | +0.4% |
| Q1 2023 | $2,106,624 | +8.7% | 32,973 | -0.5% | 0.23% | -2.9% |
| Q4 2022 | $1,938,907 | +0.0% | 33,144 | -1.1% | 0.24% | -5.9% |
| Q3 2022 | $1,938,000 | -4.2% | 33,501 | 0.0% | 0.25% | +1.2% |
| Q2 2022 | $2,022,000 | -45.7% | 33,501 | -31.3% | 0.25% | -45.4% |
| Q1 2022 | $3,726,000 | -8.5% | 48,785 | +0.2% | 0.46% | -6.3% |
| Q4 2021 | $4,074,000 | +14.4% | 48,696 | +1.1% | 0.49% | +4.9% |
| Q3 2021 | $3,560,000 | +1.5% | 48,173 | -0.1% | 0.47% | -1.7% |
| Q2 2021 | $3,506,000 | +11.8% | 48,208 | +0.0% | 0.47% | 0.0% |
| Q1 2021 | $3,137,000 | +2.0% | 48,185 | 0.0% | 0.47% | -3.1% |
| Q4 2020 | $3,075,000 | +9.2% | 48,185 | +295.5% | 0.49% | -4.9% |
| Q3 2020 | $2,816,000 | +8.3% | 12,184 | -2.7% | 0.51% | -2.3% |
| Q2 2020 | $2,599,000 | +23.9% | 12,526 | -1.5% | 0.53% | +5.2% |
| Q1 2020 | $2,098,000 | -18.7% | 12,712 | -4.6% | 0.50% | -3.5% |
| Q4 2019 | $2,581,000 | +9.7% | 13,329 | +2.0% | 0.52% | -9.6% |
| Q3 2019 | $2,352,000 | +0.4% | 13,064 | 0.0% | 0.57% | +3.1% |
| Q2 2019 | $2,342,000 | +5.1% | 13,064 | +1.0% | 0.56% | -10.9% |
| Q1 2019 | $2,229,000 | +13.4% | 12,931 | -0.9% | 0.62% | +5.8% |
| Q4 2018 | $1,965,000 | -14.8% | 13,043 | +0.2% | 0.59% | +1.7% |
| Q3 2018 | $2,307,000 | +5.6% | 13,021 | -3.1% | 0.58% | -20.2% |
| Q2 2018 | $2,185,000 | +175.2% | 13,439 | +162.5% | 0.73% | +172.3% |
| Q1 2018 | $794,000 | +1.8% | 5,119 | +0.3% | 0.27% | +8.1% |
| Q4 2017 | $780,000 | +3.6% | 5,106 | -2.7% | 0.25% | +1.2% |
| Q3 2017 | $753,000 | -13.6% | 5,247 | -17.7% | 0.24% | -17.6% |
| Q2 2017 | $872,000 | -4.5% | 6,373 | -8.2% | 0.30% | -7.2% |
| Q1 2017 | $913,000 | +3.2% | 6,943 | -4.5% | 0.32% | +1.3% |
| Q4 2016 | $885,000 | -5.8% | 7,269 | -5.9% | 0.32% | -6.8% |
| Q3 2016 | $939,000 | -5.2% | 7,721 | -9.0% | 0.34% | -7.4% |
| Q2 2016 | $990,000 | -99.9% | 8,489 | +25.0% | 0.36% | +17.0% |
| Q1 2016 | $786,730,000 | +93781.9% | 6,789 | -6.2% | 0.31% | -11.9% |
| Q4 2015 | $838,000 | – | 7,235 | – | 0.35% | – |
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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% |