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 | $443,000 | -20.2% | 7,356 | +1.2% | 0.06% | -3.1% |
| Q1 2022 | $555,000 | -14.7% | 7,270 | -6.7% | 0.06% | -8.6% |
| Q4 2021 | $651,000 | +3.8% | 7,792 | -8.3% | 0.07% | -4.1% |
| Q3 2021 | $627,000 | +0.5% | 8,495 | -1.1% | 0.07% | +2.8% |
| Q2 2021 | $624,000 | +17.3% | 8,590 | +5.0% | 0.07% | +6.0% |
| Q1 2021 | $532,000 | +14.2% | 8,179 | +11.8% | 0.07% | +8.1% |
| Q4 2020 | $466,000 | +10.4% | 7,313 | +300.1% | 0.06% | +1.6% |
| Q3 2020 | $422,000 | +11.6% | 1,828 | +0.1% | 0.06% | +1.7% |
| Q2 2020 | $378,000 | +25.6% | 1,826 | 0.0% | 0.06% | +5.3% |
| Q1 2020 | $301,000 | -27.3% | 1,826 | -14.8% | 0.06% | -3.4% |
| Q4 2019 | $414,000 | +22.8% | 2,142 | +14.2% | 0.06% | +15.7% |
| Q3 2019 | $337,000 | +0.3% | 1,876 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $336,000 | -13.2% | 1,876 | -16.7% | 0.05% | -15.3% |
| Q1 2019 | $387,000 | +1.8% | 2,251 | -10.9% | 0.06% | -7.8% |
| Q4 2018 | $380,000 | -19.7% | 2,525 | -5.5% | 0.06% | -3.0% |
| Q3 2018 | $473,000 | +7.3% | 2,673 | -1.7% | 0.07% | +3.1% |
| Q2 2018 | $441,000 | +18.5% | 2,718 | +13.3% | 0.06% | +20.8% |
| Q1 2018 | $372,000 | +1.6% | 2,399 | 0.0% | 0.05% | +6.0% |
| Q4 2017 | $366,000 | +6.4% | 2,399 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $344,000 | +4.9% | 2,399 | 0.0% | 0.05% | +2.1% |
| Q2 2017 | $328,000 | +4.1% | 2,399 | 0.0% | 0.05% | +2.1% |
| Q1 2017 | $315,000 | +7.9% | 2,399 | 0.0% | 0.05% | +2.2% |
| Q4 2016 | $292,000 | -3.9% | 2,399 | -4.0% | 0.05% | -2.1% |
| Q3 2016 | $304,000 | +4.5% | 2,499 | 0.0% | 0.05% | +4.4% |
| Q2 2016 | $291,000 | +0.7% | 2,499 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $289,000 | -3.7% | 2,499 | -3.8% | 0.04% | -2.2% |
| Q4 2015 | $300,000 | +3.4% | 2,599 | -3.7% | 0.05% | -4.2% |
| Q3 2015 | $290,000 | -5.5% | 2,699 | 0.0% | 0.05% | +4.3% |
| Q2 2015 | $307,000 | 0.0% | 2,699 | -0.1% | 0.05% | +2.2% |
| Q1 2015 | $307,000 | +22.3% | 2,702 | +19.9% | 0.04% | +18.4% |
| Q4 2014 | $251,000 | – | 2,254 | – | 0.04% | – |
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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% |