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 | $23,388,098 | +30.7% | 340,723 | +34.2% | 0.83% | +35.5% |
| Q2 2023 | $17,898,643 | +10.2% | 253,954 | -0.1% | 0.61% | +6.6% |
| Q1 2023 | $16,243,212 | +10.9% | 254,237 | +1.5% | 0.57% | -21.0% |
| Q4 2022 | $14,649,712 | -1.4% | 250,422 | -2.5% | 0.72% | -15.4% |
| Q3 2022 | $14,863,000 | -5.6% | 256,918 | -1.5% | 0.86% | -2.8% |
| Q2 2022 | $15,742,000 | -21.2% | 260,850 | -0.3% | 0.88% | -12.8% |
| Q1 2022 | $19,989,000 | -10.8% | 261,705 | -2.3% | 1.01% | -7.5% |
| Q4 2021 | $22,403,000 | +11.6% | 267,757 | -1.4% | 1.09% | +1.9% |
| Q3 2021 | $20,070,000 | +0.1% | 271,552 | -1.5% | 1.07% | -0.8% |
| Q2 2021 | $20,053,000 | +8.2% | 275,712 | -3.1% | 1.08% | -8.5% |
| Q1 2021 | $18,532,000 | -2.3% | 284,619 | -4.2% | 1.18% | -12.0% |
| Q4 2020 | $18,964,000 | +6.2% | 297,154 | +284.5% | 1.34% | -10.0% |
| Q3 2020 | $17,859,000 | +18.0% | 77,287 | +6.0% | 1.49% | +2.0% |
| Q2 2020 | $15,134,000 | +18.2% | 72,937 | -6.0% | 1.46% | -7.0% |
| Q1 2020 | $12,807,000 | -15.0% | 77,596 | -0.2% | 1.57% | +5.3% |
| Q4 2019 | $15,060,000 | +6.5% | 77,773 | -1.0% | 1.50% | -8.5% |
| Q3 2019 | $14,139,000 | -3.6% | 78,535 | -4.0% | 1.63% | -4.6% |
| Q2 2019 | $14,670,000 | +8.5% | 81,845 | +4.3% | 1.71% | +3.4% |
| Q1 2019 | $13,520,000 | +9.5% | 78,438 | -4.2% | 1.66% | -6.2% |
| Q4 2018 | $12,342,000 | -16.8% | 81,914 | -1.9% | 1.76% | -9.1% |
| Q3 2018 | $14,829,000 | +8.5% | 83,479 | -0.4% | 1.94% | +6.0% |
| Q2 2018 | $13,665,000 | -16.1% | 83,789 | -20.3% | 1.83% | -5.8% |
| Q1 2018 | $16,296,000 | +2.0% | 105,089 | +0.4% | 1.94% | +0.6% |
| Q4 2017 | $15,984,000 | +5.2% | 104,630 | -1.2% | 1.93% | -3.0% |
| Q3 2017 | $15,187,000 | +3.9% | 105,890 | -0.9% | 1.99% | -3.3% |
| Q2 2017 | $14,617,000 | +5.2% | 106,808 | +1.1% | 2.06% | +2.0% |
| Q1 2017 | $13,900,000 | +10.7% | 105,689 | +2.5% | 2.02% | +1.3% |
| Q4 2016 | $12,555,000 | +12.0% | 103,091 | +11.9% | 1.99% | +1.9% |
| Q3 2016 | $11,212,000 | +3.2% | 92,155 | -1.1% | 1.96% | -6.3% |
| Q2 2016 | $10,863,000 | -0.1% | 93,185 | -0.7% | 2.09% | -4.9% |
| Q1 2016 | $10,879,000 | +0.9% | 93,870 | +0.8% | 2.20% | -13.7% |
| Q4 2015 | $10,783,000 | +10.5% | 93,114 | +3.3% | 2.54% | -0.6% |
| Q3 2015 | $9,759,000 | -4.7% | 90,145 | +0.3% | 2.56% | +0.1% |
| Q2 2015 | $10,238,000 | -0.5% | 89,915 | -0.4% | 2.56% | -2.6% |
| Q1 2015 | $10,291,000 | +6.3% | 90,313 | +4.1% | 2.62% | +1.0% |
| Q4 2014 | $9,681,000 | +11.6% | 86,747 | +6.9% | 2.60% | +2.4% |
| Q3 2014 | $8,672,000 | -0.2% | 81,182 | -1.8% | 2.54% | +3.3% |
| Q2 2014 | $8,692,000 | +2.0% | 82,631 | -3.1% | 2.46% | -1.8% |
| Q1 2014 | $8,518,000 | – | 85,314 | – | 2.50% | – |
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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% |