ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $947,000 | -6.0% | 16,363 | -1.9% | 0.04% | -6.4% |
| Q2 2022 | $1,007,000 | -21.2% | 16,688 | -0.3% | 0.05% | -16.1% |
| Q1 2022 | $1,278,000 | -9.0% | 16,738 | -0.3% | 0.06% | -17.6% |
| Q4 2021 | $1,405,000 | +12.6% | 16,788 | -0.6% | 0.07% | -1.4% |
| Q3 2021 | $1,248,000 | +0.7% | 16,888 | -0.9% | 0.07% | -2.8% |
| Q2 2021 | $1,239,000 | +11.7% | 17,038 | 0.0% | 0.07% | -6.6% |
| Q1 2021 | $1,109,000 | +2.0% | 17,038 | 0.0% | 0.08% | -1.3% |
| Q4 2020 | $1,087,000 | +5.5% | 17,038 | +282.2% | 0.08% | -7.2% |
| Q3 2020 | $1,030,000 | +10.6% | 4,458 | -0.7% | 0.08% | +6.4% |
| Q2 2020 | $931,000 | +60.8% | 4,488 | +28.0% | 0.08% | +39.3% |
| Q1 2020 | $579,000 | -15.7% | 3,505 | -1.3% | 0.06% | +5.7% |
| Q4 2019 | $687,000 | -15.8% | 3,550 | -21.7% | 0.05% | -20.9% |
| Q3 2019 | $816,000 | +1.0% | 4,534 | +0.6% | 0.07% | 0.0% |
| Q2 2019 | $808,000 | +29.5% | 4,508 | +24.4% | 0.07% | +11.7% |
| Q1 2019 | $624,000 | +1.6% | 3,623 | -2.6% | 0.06% | -6.2% |
| Q4 2018 | $614,000 | -7.3% | 3,718 | -0.5% | 0.06% | +10.3% |
| Q3 2018 | $662,000 | +7.6% | 3,738 | -1.2% | 0.06% | +1.8% |
| Q2 2018 | $615,000 | +0.2% | 3,783 | -4.4% | 0.06% | -1.7% |
| Q1 2018 | $614,000 | -0.8% | 3,958 | -2.3% | 0.06% | +3.6% |
| Q4 2017 | $619,000 | +6.5% | 4,053 | 0.0% | 0.06% | -5.1% |
| Q3 2017 | $581,000 | -7.0% | 4,053 | -11.3% | 0.06% | -10.6% |
| Q2 2017 | $625,000 | +3.0% | 4,568 | -1.0% | 0.07% | +1.5% |
| Q1 2017 | $607,000 | +5.0% | 4,613 | -2.8% | 0.06% | 0.0% |
| Q4 2016 | $578,000 | 0.0% | 4,748 | 0.0% | 0.06% | -4.4% |
| Q3 2016 | $578,000 | -0.2% | 4,748 | -4.4% | 0.07% | -2.9% |
| Q2 2016 | $579,000 | -0.2% | 4,968 | -0.7% | 0.07% | -2.8% |
| Q1 2016 | $580,000 | +1.2% | 5,003 | +1.2% | 0.07% | 0.0% |
| Q4 2015 | $573,000 | -3.4% | 4,945 | -10.1% | 0.07% | -11.1% |
| Q3 2015 | $593,000 | -3.4% | 5,500 | +2.0% | 0.08% | +5.2% |
| Q2 2015 | $614,000 | 0.0% | 5,390 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $614,000 | +4.8% | 5,390 | +2.7% | 0.08% | +5.5% |
| Q4 2014 | $586,000 | -2.0% | 5,250 | -6.1% | 0.07% | -7.6% |
| Q3 2014 | $598,000 | +0.5% | 5,594 | -1.1% | 0.08% | +2.6% |
| Q2 2014 | $595,000 | +4.4% | 5,659 | -0.9% | 0.08% | +2.7% |
| Q1 2014 | $570,000 | 0.0% | 5,709 | -1.1% | 0.08% | -6.2% |
| Q4 2013 | $570,000 | +10.5% | 5,774 | 0.0% | 0.08% | -1.2% |
| Q3 2013 | $516,000 | +30.3% | 5,774 | +22.4% | 0.08% | +22.7% |
| Q2 2013 | $396,000 | – | 4,717 | – | 0.07% | – |
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% |