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 | $199,554 | +4.4% | 2,916,604 | +7.5% | 0.41% | +6.2% |
| Q2 2023 | $191,167 | +3.2% | 2,712,360 | -6.4% | 0.39% | 0.0% |
| Q1 2023 | $185,179 | +5.4% | 2,898,416 | -3.5% | 0.39% | -8.0% |
| Q4 2022 | $175,766 | -99.9% | 3,004,555 | +12.1% | 0.42% | +5.8% |
| Q3 2022 | $155,113,000 | -4.0% | 2,681,303 | +0.1% | 0.40% | -5.0% |
| Q2 2022 | $161,639,000 | -18.7% | 2,678,361 | +2.9% | 0.42% | -7.5% |
| Q1 2022 | $198,823,000 | -1.7% | 2,603,087 | +7.7% | 0.46% | 0.0% |
| Q4 2021 | $202,190,000 | +15.5% | 2,416,519 | +2.0% | 0.46% | +3.4% |
| Q3 2021 | $175,106,000 | +3.2% | 2,369,182 | +1.5% | 0.44% | +2.1% |
| Q2 2021 | $169,756,000 | +11.0% | 2,334,063 | -0.7% | 0.43% | -0.5% |
| Q1 2021 | $152,993,000 | -4.1% | 2,349,774 | -6.0% | 0.43% | -9.8% |
| Q4 2020 | $159,469,000 | -12.7% | 2,498,741 | +216.0% | 0.48% | -23.1% |
| Q3 2020 | $182,735,000 | +5.6% | 790,786 | -5.2% | 0.62% | -4.4% |
| Q2 2020 | $173,049,000 | +32.0% | 834,011 | +5.0% | 0.65% | +6.9% |
| Q1 2020 | $131,081,000 | -16.8% | 794,194 | -2.4% | 0.61% | +1.8% |
| Q4 2019 | $157,609,000 | +7.3% | 813,931 | -0.3% | 0.60% | -4.3% |
| Q3 2019 | $146,923,000 | -8.4% | 816,108 | -8.8% | 0.63% | -11.2% |
| Q2 2019 | $160,339,000 | +3.0% | 894,552 | -0.9% | 0.71% | -1.7% |
| Q1 2019 | $155,598,000 | +12.9% | 902,753 | -1.3% | 0.72% | -1.9% |
| Q4 2018 | $137,763,000 | -15.3% | 914,339 | -0.4% | 0.73% | -6.0% |
| Q3 2018 | $162,666,000 | +12.9% | 918,136 | +3.7% | 0.78% | +3.5% |
| Q2 2018 | $144,019,000 | +14.3% | 885,668 | +9.0% | 0.75% | +10.1% |
| Q1 2018 | $125,997,000 | +0.3% | 812,520 | -1.2% | 0.68% | -0.3% |
| Q4 2017 | $125,593,000 | – | 822,107 | – | 0.69% | – |
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% |