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 | $47,956,741 | +0.1% | 667,085 | -1.7% | 0.02% | 0.0% |
| Q2 2023 | $47,906,374 | +8.0% | 678,849 | -2.2% | 0.02% | -10.5% |
| Q4 2022 | $44,366,857 | -2.2% | 694,317 | -4.3% | 0.02% | -5.0% |
| Q3 2022 | $45,377,000 | -2.7% | 725,455 | -1.8% | 0.02% | -9.1% |
| Q2 2022 | $46,659,000 | -23.6% | 739,090 | -5.5% | 0.02% | -26.7% |
| Q1 2022 | $61,062,000 | -14.9% | 782,039 | -7.7% | 0.03% | -21.1% |
| Q4 2021 | $71,757,000 | +3.3% | 847,679 | -4.9% | 0.04% | +18.8% |
| Q3 2021 | $69,477,000 | +13.2% | 891,307 | +5.8% | 0.03% | +3.2% |
| Q2 2021 | $61,365,000 | +3639.5% | 842,577 | +3401.5% | 0.03% | +3000.0% |
| Q1 2021 | $1,641,000 | -86.9% | 24,063 | -87.7% | 0.00% | -87.5% |
| Q4 2020 | $12,489,000 | +19.0% | 195,433 | +328.5% | 0.01% | -11.1% |
| Q3 2020 | $10,493,000 | +4.7% | 45,609 | -1.8% | 0.01% | 0.0% |
| Q2 2020 | $10,021,000 | +44.9% | 46,441 | +8.3% | 0.01% | +12.5% |
| Q1 2020 | $6,918,000 | +440.0% | 42,876 | +548.1% | 0.01% | +700.0% |
| Q4 2019 | $1,281,000 | -84.5% | 6,616 | -85.6% | 0.00% | -85.7% |
| Q3 2019 | $8,272,000 | -84.4% | 45,945 | -84.5% | 0.01% | -84.4% |
| Q2 2019 | $52,975,000 | +34.1% | 295,550 | +29.0% | 0.04% | +32.4% |
| Q1 2019 | $39,499,000 | -5.8% | 229,163 | -17.6% | 0.03% | -15.0% |
| Q4 2018 | $41,919,000 | -69.7% | 278,212 | -64.4% | 0.04% | -63.0% |
| Q3 2018 | $138,483,000 | +198.0% | 781,642 | +173.6% | 0.11% | +184.2% |
| Q2 2018 | $46,465,000 | -60.3% | 285,738 | -62.1% | 0.04% | -63.5% |
| Q1 2018 | $116,904,000 | +9.1% | 753,881 | +7.5% | 0.10% | +11.8% |
| Q4 2017 | $107,130,000 | +11.9% | 701,248 | +5.0% | 0.09% | +5.7% |
| Q3 2017 | $95,744,000 | +177.8% | 667,586 | +165.0% | 0.09% | +166.7% |
| Q2 2017 | $34,469,000 | -13.4% | 251,876 | -16.8% | 0.03% | -13.2% |
| Q1 2017 | $39,821,000 | +15.0% | 302,776 | +5.4% | 0.04% | +5.6% |
| Q4 2016 | $34,623,000 | +5.4% | 287,205 | +6.3% | 0.04% | 0.0% |
| Q3 2016 | $32,857,000 | +2.7% | 270,073 | -1.6% | 0.04% | -2.7% |
| Q2 2016 | $31,998,000 | +15.5% | 274,476 | +14.8% | 0.04% | +23.3% |
| Q1 2016 | $27,705,000 | -7.1% | 239,050 | -7.2% | 0.03% | -16.7% |
| Q4 2015 | $29,822,000 | +4.5% | 257,527 | -2.7% | 0.04% | -7.7% |
| Q3 2015 | $28,542,000 | -60.9% | 264,767 | -58.8% | 0.04% | -54.7% |
| Q2 2015 | $73,089,000 | +0.6% | 641,925 | +0.7% | 0.09% | +2.4% |
| Q1 2015 | $72,664,000 | -29.9% | 637,680 | -31.4% | 0.08% | -28.2% |
| Q4 2014 | $103,673,000 | +101.1% | 928,970 | +92.5% | 0.12% | +101.7% |
| Q3 2014 | $51,560,000 | +70.0% | 482,677 | +67.5% | 0.06% | +70.6% |
| Q2 2014 | $30,322,000 | -2.1% | 288,246 | -7.1% | 0.03% | -15.0% |
| Q1 2014 | $30,985,000 | -9.3% | 310,348 | -10.3% | 0.04% | -14.9% |
| Q4 2013 | $34,152,000 | +8.3% | 345,838 | -2.0% | 0.05% | -4.1% |
| Q3 2013 | $31,546,000 | -14.3% | 353,030 | -19.4% | 0.05% | -24.6% |
| Q2 2013 | $36,804,000 | – | 438,091 | – | 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% |