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 | $3,592,120 | +105148.2% | 52,501 | +8.4% | 0.16% | +11.3% |
| Q2 2023 | $3,413 | +0.7% | 48,418 | -8.7% | 0.14% | -5.3% |
| Q1 2023 | $3,389 | +14.8% | 53,040 | +5.1% | 0.15% | +11.9% |
| Q4 2022 | $2,952 | -99.9% | 50,470 | +6.4% | 0.13% | 0.0% |
| Q3 2022 | $2,745,000 | -4.8% | 47,452 | -0.7% | 0.13% | +0.8% |
| Q2 2022 | $2,884,000 | -5.7% | 47,784 | +19.4% | 0.13% | +11.8% |
| Q1 2022 | $3,058,000 | -5.4% | 40,031 | +3.6% | 0.12% | +2.6% |
| Q4 2021 | $3,233,000 | +15.2% | 38,640 | +1.7% | 0.12% | +7.4% |
| Q3 2021 | $2,807,000 | +49.3% | 37,983 | +47.0% | 0.11% | +50.0% |
| Q2 2021 | $1,880,000 | +17.3% | 25,840 | +5.0% | 0.07% | +12.5% |
| Q1 2021 | $1,603,000 | +6.3% | 24,613 | +4.1% | 0.06% | +1.6% |
| Q4 2020 | $1,508,000 | +18.2% | 23,634 | +328.1% | 0.06% | +6.8% |
| Q3 2020 | $1,276,000 | +8.4% | 5,521 | -2.6% | 0.06% | +1.7% |
| Q2 2020 | $1,177,000 | +279.7% | 5,669 | +201.9% | 0.06% | +222.2% |
| Q1 2020 | $310,000 | -39.1% | 1,878 | -28.5% | 0.02% | -30.8% |
| Q4 2019 | $509,000 | +1.2% | 2,627 | -6.0% | 0.03% | -3.7% |
| Q3 2019 | $503,000 | +0.4% | 2,794 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $501,000 | +3.9% | 2,794 | 0.0% | 0.03% | +3.8% |
| Q1 2019 | $482,000 | +11.3% | 2,794 | -2.8% | 0.03% | 0.0% |
| Q4 2018 | $433,000 | +2.9% | 2,874 | +20.8% | 0.03% | +18.2% |
| Q3 2018 | $421,000 | +16.3% | 2,379 | +6.8% | 0.02% | +10.0% |
| Q2 2018 | $362,000 | -28.3% | 2,227 | -31.6% | 0.02% | -31.0% |
| Q1 2018 | $505,000 | -14.0% | 3,258 | -15.2% | 0.03% | -9.4% |
| Q4 2017 | $587,000 | +36.5% | 3,843 | +28.2% | 0.03% | +28.0% |
| Q3 2017 | $430,000 | +4.9% | 2,997 | 0.0% | 0.02% | +4.2% |
| Q2 2017 | $410,000 | +4.1% | 2,997 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $394,000 | +7.9% | 2,997 | 0.0% | 0.02% | +4.3% |
| Q4 2016 | $365,000 | 0.0% | 2,997 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $365,000 | +4.6% | 2,997 | 0.0% | 0.02% | +4.5% |
| Q2 2016 | $349,000 | +0.6% | 2,997 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $347,000 | 0.0% | 2,997 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $347,000 | – | 2,997 | – | 0.02% | – |
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% |