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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $4,368,000 | -25.7% | 72,367 | -5.9% | 0.85% | -11.7% |
| Q1 2022 | $5,875,000 | -2.5% | 76,919 | +6.8% | 0.96% | +4.3% |
| Q4 2021 | $6,023,000 | +5.6% | 71,989 | -6.7% | 0.92% | +25.0% |
| Q3 2021 | $5,706,000 | +6.5% | 77,193 | +4.8% | 0.74% | -13.8% |
| Q2 2021 | $5,359,000 | +1.1% | 73,680 | -9.5% | 0.86% | -9.3% |
| Q1 2021 | $5,300,000 | +0.7% | 81,396 | -1.3% | 0.94% | -5.5% |
| Q4 2020 | $5,264,000 | +4.0% | 82,482 | +276.5% | 1.00% | -4.5% |
| Q3 2020 | $5,062,000 | +1.6% | 21,905 | -8.7% | 1.05% | -2.5% |
| Q2 2020 | $4,980,000 | +2.9% | 24,000 | -18.2% | 1.07% | -12.0% |
| Q1 2020 | $4,840,000 | -7.5% | 29,322 | +8.6% | 1.22% | +7.1% |
| Q4 2019 | $5,231,000 | +21.2% | 27,010 | +12.6% | 1.14% | +16.0% |
| Q3 2019 | $4,317,000 | -1.5% | 23,979 | -1.9% | 0.98% | +3.3% |
| Q2 2019 | $4,383,000 | -3.6% | 24,455 | -7.3% | 0.95% | -4.1% |
| Q1 2019 | $4,548,000 | +9.8% | 26,389 | -4.0% | 0.99% | -62.0% |
| Q4 2018 | $4,142,000 | -21.0% | 27,490 | -7.1% | 2.61% | -4.9% |
| Q3 2018 | $5,240,000 | -2.3% | 29,577 | -10.3% | 2.75% | +1.0% |
| Q2 2018 | $5,364,000 | -0.5% | 32,988 | -5.1% | 2.72% | -2.0% |
| Q1 2018 | $5,390,000 | -1.0% | 34,759 | -2.5% | 2.78% | +4.8% |
| Q4 2017 | $5,446,000 | +1.9% | 35,648 | -4.4% | 2.65% | +0.1% |
| Q3 2017 | $5,346,000 | +1.7% | 37,274 | -3.0% | 2.64% | +0.8% |
| Q2 2017 | $5,258,000 | +2.5% | 38,424 | -1.5% | 2.62% | +3.8% |
| Q1 2017 | $5,129,000 | +7.2% | 38,994 | -0.7% | 2.53% | +5.1% |
| Q4 2016 | $4,784,000 | -3.5% | 39,280 | -3.6% | 2.41% | -14.3% |
| Q3 2016 | $4,957,000 | -1.4% | 40,745 | -5.5% | 2.81% | -5.2% |
| Q2 2016 | $5,029,000 | -1.1% | 43,137 | -1.7% | 2.96% | -3.5% |
| Q1 2016 | $5,086,000 | -7.6% | 43,879 | -7.7% | 3.07% | -6.1% |
| Q4 2015 | $5,506,000 | +7.1% | 47,551 | -0.3% | 3.27% | -0.7% |
| Q3 2015 | $5,141,000 | -13.2% | 47,689 | -8.3% | 3.29% | -6.0% |
| Q2 2015 | $5,920,000 | -5.1% | 51,997 | -5.0% | 3.50% | -4.5% |
| Q1 2015 | $6,236,000 | -7.8% | 54,724 | -9.7% | 3.66% | -10.5% |
| Q4 2014 | $6,764,000 | +2.5% | 60,613 | -1.9% | 4.10% | -2.1% |
| Q3 2014 | $6,602,000 | -2.5% | 61,809 | -4.0% | 4.18% | +3.5% |
| Q2 2014 | $6,772,000 | +5.9% | 64,377 | +0.5% | 4.04% | +2.9% |
| Q1 2014 | $6,395,000 | -3.5% | 64,049 | -4.6% | 3.93% | +2.2% |
| Q4 2013 | $6,626,000 | +6.1% | 67,103 | -4.0% | 3.84% | -2.6% |
| Q3 2013 | $6,247,000 | +8.3% | 69,908 | +1.8% | 3.95% | -0.3% |
| Q2 2013 | $5,767,000 | – | 68,652 | – | 3.96% | – |
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% |