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 | $6,069,334 | -7.1% | 88,707 | -4.3% | 0.25% | -2.7% |
| Q2 2023 | $6,535,000 | +6.0% | 92,722 | -3.9% | 0.26% | +4.0% |
| Q1 2023 | $6,163,000 | -50.0% | 96,462 | -54.3% | 0.25% | -48.1% |
| Q4 2022 | $12,335,000 | +31.9% | 210,854 | +30.4% | 0.48% | +19.0% |
| Q3 2022 | $9,353,000 | +83.5% | 161,687 | +91.4% | 0.40% | +96.1% |
| Q2 2022 | $5,096,000 | -23.4% | 84,459 | -3.1% | 0.20% | -9.7% |
| Q1 2022 | $6,654,000 | -54.0% | 87,120 | -49.6% | 0.23% | -50.3% |
| Q4 2021 | $14,470,000 | +24.5% | 172,937 | +10.0% | 0.46% | +12.1% |
| Q3 2021 | $11,624,000 | +11.7% | 157,264 | +9.9% | 0.41% | +22.3% |
| Q2 2021 | $10,409,000 | +8.2% | 143,124 | -3.1% | 0.33% | +1.5% |
| Q1 2021 | $9,621,000 | -20.7% | 147,771 | -22.3% | 0.33% | -19.3% |
| Q4 2020 | $12,133,000 | -1.7% | 190,109 | +256.1% | 0.40% | -11.2% |
| Q3 2020 | $12,337,000 | +17.4% | 53,386 | +5.4% | 0.46% | +13.2% |
| Q2 2020 | $10,510,000 | +34.0% | 50,653 | +6.6% | 0.40% | +30.8% |
| Q1 2020 | $7,846,000 | -18.0% | 47,537 | -3.8% | 0.31% | 0.0% |
| Q4 2019 | $9,565,000 | -7.0% | 49,401 | -13.6% | 0.31% | -8.6% |
| Q3 2019 | $10,290,000 | +14.7% | 57,157 | +14.2% | 0.34% | +17.4% |
| Q2 2019 | $8,968,000 | +55.0% | 50,034 | +49.0% | 0.29% | +54.3% |
| Q1 2019 | $5,785,000 | +22.4% | 33,570 | +7.0% | 0.19% | +16.2% |
| Q4 2018 | $4,727,000 | -26.6% | 31,370 | -13.7% | 0.16% | -12.1% |
| Q3 2018 | $6,444,000 | +60.4% | 36,369 | +47.2% | 0.18% | -1.6% |
| Q2 2018 | $4,017,000 | +15.4% | 24,699 | +10.0% | 0.18% | +18.6% |
| Q1 2018 | $3,482,000 | -7.4% | 22,452 | -8.8% | 0.16% | 0.0% |
| Q4 2017 | $3,762,000 | +117.0% | 24,628 | +103.8% | 0.16% | +113.7% |
| Q3 2017 | $1,734,000 | +13.9% | 12,085 | +8.6% | 0.07% | +14.1% |
| Q2 2017 | $1,522,000 | +3.3% | 11,126 | -0.7% | 0.06% | +4.9% |
| Q1 2017 | $1,474,000 | +18.8% | 11,209 | +10.0% | 0.06% | +32.6% |
| Q4 2016 | $1,241,000 | +0.1% | 10,191 | -0.0% | 0.05% | -6.1% |
| Q3 2016 | $1,240,000 | +38.7% | 10,192 | +32.9% | 0.05% | +32.4% |
| Q2 2016 | $894,000 | +6.9% | 7,671 | +6.4% | 0.04% | +5.7% |
| Q1 2016 | $836,000 | -28.9% | 7,209 | -29.0% | 0.04% | -28.6% |
| Q4 2015 | $1,176,000 | +52.3% | 10,156 | +41.8% | 0.05% | +53.1% |
| Q3 2015 | $772,000 | -5.6% | 7,160 | -0.3% | 0.03% | +3.2% |
| Q2 2015 | $818,000 | 0.0% | 7,183 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $818,000 | -1.6% | 7,183 | -3.5% | 0.03% | -3.1% |
| Q4 2014 | $831,000 | +3.0% | 7,440 | -1.6% | 0.03% | +3.2% |
| Q3 2014 | $807,000 | -0.7% | 7,558 | -2.3% | 0.03% | +6.9% |
| Q2 2014 | $813,000 | +32.2% | 7,732 | +25.3% | 0.03% | +20.8% |
| Q1 2014 | $615,000 | -13.6% | 6,169 | -14.4% | 0.02% | -17.2% |
| Q4 2013 | $712,000 | -36.5% | 7,209 | -42.5% | 0.03% | -44.2% |
| Q3 2013 | $1,121,000 | +4.5% | 12,547 | -1.8% | 0.05% | -1.9% |
| Q2 2013 | $1,073,000 | – | 12,776 | – | 0.05% | – |
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% |