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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,344,885 | -49.3% | 21,050 | -53.6% | 0.01% | -52.6% |
| Q4 2022 | $2,652,975 | -45.4% | 45,350 | -46.0% | 0.02% | -45.7% |
| Q3 2022 | $4,862,000 | -58.9% | 84,050 | -45.8% | 0.04% | -46.2% |
| Q1 2022 | $11,839,000 | -31.2% | 155,000 | -24.7% | 0.06% | -24.4% |
| Q4 2021 | $17,219,000 | +623.5% | 205,800 | +539.1% | 0.09% | +561.5% |
| Q3 2021 | $2,380,000 | -84.6% | 32,200 | -84.8% | 0.01% | -75.0% |
| Q2 2021 | $15,411,000 | +172.0% | 211,900 | +143.6% | 0.05% | +160.0% |
| Q1 2021 | $5,665,000 | -77.3% | 87,000 | -77.8% | 0.02% | -78.5% |
| Q4 2020 | $24,966,000 | +14.8% | 391,200 | +196.9% | 0.09% | -21.8% |
| Q1 2020 | $21,749,000 | +47.6% | 131,774 | +73.1% | 0.12% | +108.8% |
| Q4 2019 | $14,737,000 | +116.0% | 76,104 | +100.8% | 0.06% | +103.6% |
| Q3 2019 | $6,824,000 | +545.0% | 37,904 | +542.0% | 0.03% | +600.0% |
| Q2 2019 | $1,058,000 | -89.2% | 5,904 | -89.6% | 0.00% | -89.2% |
| Q1 2019 | $9,791,000 | +17.5% | 56,804 | +2.7% | 0.04% | +8.8% |
| Q4 2018 | $8,334,000 | -20.9% | 55,314 | -7.0% | 0.03% | -2.9% |
| Q3 2018 | $10,540,000 | +130.9% | 59,490 | +111.9% | 0.04% | +118.8% |
| Q2 2018 | $4,565,000 | +27.0% | 28,076 | +21.1% | 0.02% | +23.1% |
| Q1 2018 | $3,594,000 | +210.6% | 23,175 | +205.9% | 0.01% | +225.0% |
| Q4 2017 | $1,157,000 | +7.4% | 7,575 | -3.7% | 0.00% | 0.0% |
| Q2 2017 | $1,077,000 | -76.2% | 7,868 | -77.1% | 0.00% | -76.5% |
| Q1 2017 | $4,525,000 | +174.1% | 34,407 | +153.9% | 0.02% | +183.3% |
| Q4 2016 | $1,651,000 | -100.0% | 13,553 | -70.7% | 0.01% | -72.7% |
| Q3 2016 | $5,627,140,000 | +70.6% | 46,253 | +63.5% | 0.02% | +57.1% |
| Q2 2016 | $3,298,748,000 | -63.5% | 28,296 | -63.7% | 0.01% | -60.0% |
| Q1 2016 | $9,035,000,000 | -52.4% | 77,961 | -52.4% | 0.04% | -55.1% |
| Q4 2015 | $18,966,000,000 | +244938.8% | 163,789 | +128.1% | 0.08% | +129.4% |
| Q3 2015 | $7,740,000 | -99.9% | 71,796 | -21.1% | 0.03% | -17.1% |
| Q2 2015 | $10,357,690,000 | -22.4% | 90,968 | -22.3% | 0.04% | -25.5% |
| Q1 2015 | $13,342,689,000 | -10.4% | 117,092 | -12.2% | 0.06% | -14.1% |
| Q4 2014 | $14,888,089,000 | +27.4% | 133,406 | +21.9% | 0.06% | +23.1% |
| Q3 2014 | $11,685,931,000 | +124.1% | 109,399 | +120.7% | 0.05% | +126.1% |
| Q2 2014 | $5,214,885,000 | -37.8% | 49,576 | -41.0% | 0.02% | -41.0% |
| Q1 2014 | $8,386,515,000 | -3.2% | 83,999 | -4.2% | 0.04% | -7.1% |
| Q4 2013 | $8,660,099,000 | +51.5% | 87,705 | +37.1% | 0.04% | +35.5% |
| Q3 2013 | $5,715,330,000 | -13.4% | 63,958 | -18.6% | 0.03% | -20.5% |
| Q2 2013 | $6,602,738,000 | – | 78,595 | – | 0.04% | – |
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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% |