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 | $4,436,216 | +1.9% | 64,838 | +4.9% | 0.16% | +11.0% |
| Q2 2023 | $4,354,466 | +41.3% | 61,783 | +28.1% | 0.15% | +41.7% |
| Q1 2023 | $3,082,501 | +33.6% | 48,247 | +22.3% | 0.10% | +37.3% |
| Q4 2022 | $2,307,592 | +9.7% | 39,446 | +8.5% | 0.08% | 0.0% |
| Q3 2022 | $2,103,000 | +3.3% | 36,351 | +7.8% | 0.08% | +23.0% |
| Q2 2022 | $2,035,000 | -28.8% | 33,719 | -9.8% | 0.06% | -21.8% |
| Q1 2022 | $2,857,000 | -12.8% | 37,400 | -4.5% | 0.08% | -10.3% |
| Q4 2021 | $3,277,000 | +3.0% | 39,171 | -9.0% | 0.09% | -4.4% |
| Q3 2021 | $3,181,000 | +1.6% | 43,036 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $3,130,000 | +11.7% | 43,036 | 0.0% | 0.09% | +8.3% |
| Q1 2021 | $2,802,000 | +2.0% | 43,036 | 0.0% | 0.08% | -3.4% |
| Q4 2020 | $2,747,000 | +10.5% | 43,036 | +300.0% | 0.09% | -1.1% |
| Q3 2020 | $2,486,000 | +11.4% | 10,759 | 0.0% | 0.09% | +6.0% |
| Q2 2020 | $2,232,000 | +25.7% | 10,759 | 0.0% | 0.08% | +9.2% |
| Q1 2020 | $1,776,000 | -14.7% | 10,759 | 0.0% | 0.08% | +11.8% |
| Q4 2019 | $2,083,000 | +6.9% | 10,759 | -0.6% | 0.07% | +1.5% |
| Q3 2019 | $1,948,000 | +0.4% | 10,823 | 0.0% | 0.07% | +4.7% |
| Q2 2019 | $1,940,000 | +4.0% | 10,823 | 0.0% | 0.06% | +10.3% |
| Q1 2019 | $1,865,000 | +14.3% | 10,823 | 0.0% | 0.06% | +5.5% |
| Q4 2018 | $1,631,000 | -15.0% | 10,823 | 0.0% | 0.06% | -3.5% |
| Q3 2018 | $1,918,000 | +9.0% | 10,823 | 0.0% | 0.06% | +5.6% |
| Q2 2018 | $1,760,000 | +4.9% | 10,823 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $1,678,000 | +1.5% | 10,823 | 0.0% | 0.05% | -1.8% |
| Q4 2017 | $1,653,000 | +6.5% | 10,823 | 0.0% | 0.06% | +3.8% |
| Q3 2017 | $1,552,000 | +5.4% | 10,823 | +0.6% | 0.05% | 0.0% |
| Q2 2017 | $1,472,000 | +4.0% | 10,759 | 0.0% | 0.05% | +1.9% |
| Q1 2017 | $1,415,000 | +8.0% | 10,759 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $1,310,000 | +0.1% | 10,759 | 0.0% | 0.05% | 0.0% |
| Q3 2016 | $1,309,000 | +4.4% | 10,759 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $1,254,000 | +0.6% | 10,759 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $1,247,000 | +0.1% | 10,759 | 0.0% | 0.05% | -1.9% |
| Q4 2015 | $1,246,000 | +7.4% | 10,759 | 0.0% | 0.05% | +3.9% |
| Q3 2015 | $1,160,000 | -5.3% | 10,759 | 0.0% | 0.05% | +2.0% |
| Q2 2015 | $1,225,000 | -0.1% | 10,759 | 0.0% | 0.05% | -3.8% |
| Q1 2015 | $1,226,000 | +2.1% | 10,759 | 0.0% | 0.05% | -11.9% |
| Q4 2014 | $1,201,000 | +4.5% | 10,759 | 0.0% | 0.06% | -1.7% |
| Q3 2014 | $1,149,000 | +1.5% | 10,759 | 0.0% | 0.06% | 0.0% |
| Q2 2014 | $1,132,000 | – | 10,759 | – | 0.06% | – |
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% |