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 | $937,148 | -4.0% | 13,697 | -1.1% | 0.05% | 0.0% |
| Q2 2023 | $975,937 | +10.3% | 13,847 | 0.0% | 0.05% | +5.9% |
| Q1 2023 | $884,684 | +9.1% | 13,847 | -0.1% | 0.05% | +2.0% |
| Q4 2022 | $810,636 | +1.1% | 13,857 | 0.0% | 0.05% | -9.1% |
| Q3 2022 | $802,000 | -4.1% | 13,857 | 0.0% | 0.06% | +3.8% |
| Q2 2022 | $836,000 | -21.0% | 13,857 | 0.0% | 0.05% | -8.6% |
| Q1 2022 | $1,058,000 | -12.1% | 13,857 | -3.6% | 0.06% | -6.5% |
| Q4 2021 | $1,203,000 | +13.2% | 14,380 | 0.0% | 0.06% | +5.1% |
| Q3 2021 | $1,063,000 | -1.3% | 14,380 | -2.9% | 0.06% | -1.7% |
| Q2 2021 | $1,077,000 | -2.5% | 14,810 | -12.8% | 0.06% | -9.1% |
| Q1 2021 | $1,105,000 | -19.7% | 16,977 | -21.3% | 0.07% | -25.8% |
| Q4 2020 | $1,376,000 | -90.0% | 21,568 | -63.8% | 0.09% | -91.1% |
| Q3 2020 | $13,786,000 | -3.6% | 59,659 | -13.5% | 1.00% | -8.1% |
| Q2 2020 | $14,305,000 | +25.5% | 68,942 | -0.1% | 1.09% | +9.2% |
| Q1 2020 | $11,395,000 | -19.0% | 69,040 | -5.0% | 1.00% | +3.1% |
| Q4 2019 | $14,074,000 | +5.0% | 72,680 | -2.4% | 0.97% | -2.5% |
| Q3 2019 | $13,404,000 | +0.4% | 74,453 | 0.0% | 0.99% | -0.3% |
| Q2 2019 | $13,345,000 | -3.4% | 74,453 | -7.1% | 0.99% | -5.5% |
| Q1 2019 | $13,820,000 | +0.3% | 80,180 | -12.3% | 1.05% | -11.7% |
| Q4 2018 | $13,779,000 | -8.5% | 91,453 | +7.6% | 1.19% | +2.8% |
| Q3 2018 | $15,061,000 | +4.1% | 85,009 | -4.4% | 1.16% | -3.3% |
| Q2 2018 | $14,461,000 | -5.0% | 88,929 | -9.4% | 1.20% | -6.0% |
| Q1 2018 | $15,224,000 | -0.3% | 98,175 | -1.8% | 1.27% | +2.0% |
| Q4 2017 | $15,267,000 | -18.8% | 99,935 | -23.7% | 1.25% | -21.2% |
| Q3 2017 | $18,793,000 | +55.1% | 131,035 | +48.0% | 1.59% | +49.8% |
| Q2 2017 | $12,114,000 | +41.2% | 88,520 | +35.7% | 1.06% | +37.4% |
| Q1 2017 | $8,579,000 | -77.2% | 65,234 | -78.9% | 0.77% | -78.0% |
| Q4 2016 | $37,696,000 | +57.6% | 309,516 | +57.4% | 3.50% | +58.7% |
| Q3 2016 | $23,917,000 | +1679.5% | 196,584 | +1605.7% | 2.21% | +1421.4% |
| Q2 2016 | $1,344,000 | -4.5% | 11,525 | -5.2% | 0.14% | -4.0% |
| Q1 2016 | $1,408,000 | -77.6% | 12,152 | -77.6% | 0.15% | -79.1% |
| Q4 2015 | $6,292,000 | -0.6% | 54,331 | -7.5% | 0.72% | -1.6% |
| Q3 2015 | $6,330,000 | -3.3% | 58,722 | +2.1% | 0.74% | +7.9% |
| Q2 2015 | $6,546,000 | +0.5% | 57,493 | +0.6% | 0.68% | +7.4% |
| Q1 2015 | $6,512,000 | -1.0% | 57,150 | -3.0% | 0.63% | +3.3% |
| Q4 2014 | $6,576,000 | +20.6% | 58,928 | +15.4% | 0.61% | +20.6% |
| Q3 2014 | $5,454,000 | +6.3% | 51,056 | +4.7% | 0.51% | +4.9% |
| Q2 2014 | $5,129,000 | +8.5% | 48,759 | +3.0% | 0.48% | +2.8% |
| Q1 2014 | $4,727,000 | +2.3% | 47,346 | +1.2% | 0.47% | +1.3% |
| Q4 2013 | $4,620,000 | +13.1% | 46,783 | +2.4% | 0.47% | +8.9% |
| Q3 2013 | $4,084,000 | +18.0% | 45,705 | +10.9% | 0.43% | +14.4% |
| Q2 2013 | $3,462,000 | – | 41,215 | – | 0.37% | – |
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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% |