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 | $22,481,593 | -10.2% | 336,702 | -5.2% | 0.50% | -2.7% |
| Q2 2023 | $25,041,403 | +15.1% | 355,298 | +4.3% | 0.51% | +12.1% |
| Q1 2023 | $21,761,765 | -17.6% | 340,613 | -24.5% | 0.46% | -6.6% |
| Q4 2022 | $26,395,758 | +3.5% | 451,209 | +2.4% | 0.49% | -5.6% |
| Q3 2022 | $25,503,000 | +1.2% | 440,837 | +5.6% | 0.52% | +6.8% |
| Q2 2022 | $25,205,000 | -18.9% | 417,642 | +2.7% | 0.48% | -5.7% |
| Q1 2022 | $31,073,000 | -5.1% | 406,817 | +3.9% | 0.51% | +1.0% |
| Q4 2021 | $32,759,000 | +13.5% | 391,531 | +0.2% | 0.51% | +2.2% |
| Q3 2021 | $28,868,000 | +2.4% | 390,583 | -9.8% | 0.50% | -3.3% |
| Q1 2021 | $28,191,000 | +1.8% | 432,984 | -0.2% | 0.51% | -2.8% |
| Q4 2020 | $27,679,000 | +9.2% | 433,699 | +295.4% | 0.53% | -5.2% |
| Q3 2020 | $25,345,000 | +9.4% | 109,684 | -1.8% | 0.56% | +2.2% |
| Q2 2020 | $23,164,000 | +47.1% | 111,643 | +17.0% | 0.54% | +20.0% |
| Q1 2020 | $15,750,000 | -10.8% | 95,424 | +4.6% | 0.45% | +13.8% |
| Q4 2019 | $17,662,000 | +11.0% | 91,211 | +3.2% | 0.40% | +4.2% |
| Q3 2019 | $15,907,000 | -1.7% | 88,354 | -2.1% | 0.38% | -1.5% |
| Q2 2019 | $16,174,000 | -12.2% | 90,240 | -15.5% | 0.39% | -11.8% |
| Q1 2019 | $18,415,000 | +6.5% | 106,841 | -6.9% | 0.44% | -10.7% |
| Q4 2018 | $17,284,000 | -17.6% | 114,709 | -3.2% | 0.49% | -6.3% |
| Q3 2018 | $20,987,000 | +5.2% | 118,457 | -3.5% | 0.53% | -1.9% |
| Q2 2018 | $19,956,000 | +0.6% | 122,721 | -4.1% | 0.54% | -4.6% |
| Q1 2018 | $19,838,000 | -2.9% | 127,928 | -4.3% | 0.56% | 0.0% |
| Q4 2017 | $20,424,000 | +3.8% | 133,690 | -2.6% | 0.56% | -1.4% |
| Q3 2017 | $19,682,000 | +0.1% | 137,230 | -4.5% | 0.57% | -7.8% |
| Q2 2017 | $19,670,000 | -0.3% | 143,735 | -4.2% | 0.62% | +0.5% |
| Q1 2017 | $19,736,000 | +9.6% | 150,060 | +1.5% | 0.62% | +4.1% |
| Q4 2016 | $18,004,000 | -0.6% | 147,823 | -0.7% | 0.59% | -1.3% |
| Q3 2016 | $18,117,000 | -5.9% | 148,913 | -9.9% | 0.60% | -11.6% |
| Q2 2016 | $19,260,000 | +0.5% | 165,206 | -0.1% | 0.68% | -2.0% |
| Q1 2016 | $19,173,000 | -0.1% | 165,442 | -0.2% | 0.69% | -0.1% |
| Q4 2015 | $19,200,000 | +10.0% | 165,799 | +2.4% | 0.69% | +5.6% |
| Q3 2015 | $17,449,000 | -25.2% | 161,860 | -21.0% | 0.66% | -17.0% |
| Q2 2015 | $23,320,000 | -7.4% | 204,814 | -7.3% | 0.79% | -6.5% |
| Q1 2015 | $25,170,000 | +4.5% | 220,879 | +2.4% | 0.85% | +1.9% |
| Q4 2014 | $24,080,000 | +4.2% | 215,773 | -0.2% | 0.83% | +7.6% |
| Q3 2014 | $23,106,000 | -3.7% | 216,309 | -5.1% | 0.77% | +0.3% |
| Q2 2014 | $23,987,000 | +4.7% | 228,036 | -0.6% | 0.77% | +1.4% |
| Q1 2014 | $22,912,000 | +2.5% | 229,492 | +1.4% | 0.76% | +1.3% |
| Q4 2013 | $22,350,000 | +12.1% | 226,333 | +1.4% | 0.75% | +3.5% |
| Q3 2013 | $19,944,000 | +8.4% | 223,177 | +1.9% | 0.72% | +4.2% |
| Q2 2013 | $18,400,000 | – | 219,018 | – | 0.70% | – |
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% |