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 | $75,684,256 | +305201.6% | 1,106,171 | +168.5% | 0.39% | +104.1% |
| Q4 2022 | $24,790 | -99.9% | 411,928 | +30.0% | 0.19% | +19.1% |
| Q3 2022 | $19,173,000 | +0.2% | 316,852 | +5.7% | 0.16% | +3.2% |
| Q2 2022 | $19,144,000 | -12.5% | 299,840 | -0.4% | 0.16% | -1.3% |
| Q1 2022 | $21,872,000 | -6.0% | 301,029 | -6.0% | 0.16% | -7.0% |
| Q4 2021 | $23,272,000 | +6.9% | 320,241 | +15.1% | 0.17% | +30.5% |
| Q3 2021 | $21,763,000 | -3.3% | 278,345 | -6.1% | 0.13% | -2.2% |
| Q2 2021 | $22,503,000 | +3.7% | 296,554 | -4.6% | 0.13% | +3.9% |
| Q1 2021 | $21,703,000 | +7.6% | 310,981 | +1.2% | 0.13% | +0.8% |
| Q4 2020 | $20,177,000 | +295.3% | 307,436 | +257.8% | 0.13% | +245.9% |
| Q3 2020 | $5,104,000 | -65.9% | 85,929 | +26.7% | 0.04% | -67.8% |
| Q2 2020 | $14,986,000 | +30.7% | 67,814 | +8.5% | 0.12% | +9.5% |
| Q1 2020 | $11,465,000 | -21.1% | 62,476 | -13.3% | 0.10% | -4.5% |
| Q4 2019 | $14,527,000 | -8.9% | 72,069 | -18.3% | 0.11% | -12.7% |
| Q3 2019 | $15,949,000 | -0.9% | 88,168 | +0.1% | 0.13% | -2.3% |
| Q2 2019 | $16,101,000 | +13.3% | 88,078 | +8.7% | 0.13% | +12.2% |
| Q1 2019 | $14,207,000 | +8.3% | 81,045 | -3.0% | 0.12% | +3.6% |
| Q4 2018 | $13,119,000 | +27.8% | 83,569 | +34.5% | 0.11% | +33.7% |
| Q3 2018 | $10,269,000 | -7.4% | 62,154 | -4.8% | 0.08% | +6.4% |
| Q2 2018 | $11,092,000 | +16.7% | 65,297 | +9.0% | 0.08% | +14.7% |
| Q1 2018 | $9,503,000 | -21.5% | 59,908 | -19.0% | 0.07% | -16.0% |
| Q4 2017 | $12,099,000 | +30.0% | 73,990 | +17.6% | 0.08% | +20.9% |
| Q3 2017 | $9,308,000 | -15.0% | 62,900 | -18.9% | 0.07% | -18.3% |
| Q2 2017 | $10,952,000 | +4.1% | 77,554 | -1.1% | 0.08% | +2.5% |
| Q1 2017 | $10,523,000 | +20.8% | 78,452 | +12.2% | 0.08% | +15.9% |
| Q4 2016 | $8,710,000 | +6.7% | 69,928 | +3.8% | 0.07% | -1.4% |
| Q3 2016 | $8,164,000 | +16.4% | 67,368 | +17.8% | 0.07% | +14.8% |
| Q2 2016 | $7,013,000 | +5.6% | 57,202 | +0.9% | 0.06% | +3.4% |
| Q1 2016 | $6,643,000 | -40.3% | 56,701 | -44.5% | 0.06% | -45.9% |
| Q4 2015 | $11,124,000 | +6.2% | 102,243 | +5.2% | 0.11% | +10.1% |
| Q3 2015 | $10,478,000 | -52.9% | 97,195 | -50.2% | 0.10% | +4.2% |
| Q2 2015 | $22,230,000 | +91.2% | 195,248 | +91.3% | 0.10% | -3.1% |
| Q1 2015 | $11,628,000 | -43.8% | 102,041 | -44.9% | 0.10% | +10.1% |
| Q4 2014 | $20,684,000 | +79.1% | 185,352 | +71.5% | 0.09% | -12.7% |
| Q3 2014 | $11,548,000 | -13.1% | 108,100 | -14.4% | 0.10% | -9.7% |
| Q2 2014 | $13,282,000 | +8.2% | 126,276 | +2.7% | 0.11% | +20.2% |
| Q1 2014 | $12,280,000 | -2.3% | 122,994 | -3.3% | 0.09% | -3.1% |
| Q4 2013 | $12,564,000 | -22.9% | 127,236 | -30.2% | 0.10% | -14.2% |
| Q3 2013 | $16,301,000 | +10.2% | 182,414 | +3.6% | 0.11% | -6.6% |
| Q2 2013 | $14,791,000 | – | 176,060 | – | 0.12% | – |
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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% |