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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $823,000 | -11.7% | 10,776 | -3.2% | 0.04% | -7.9% |
| Q4 2021 | $932,000 | +3.3% | 11,137 | -8.8% | 0.04% | -2.6% |
| Q3 2021 | $902,000 | +0.7% | 12,208 | -0.9% | 0.04% | 0.0% |
| Q2 2021 | $896,000 | +9.8% | 12,325 | -1.6% | 0.04% | 0.0% |
| Q1 2021 | $816,000 | -18.2% | 12,527 | -19.9% | 0.04% | -22.0% |
| Q4 2020 | $998,000 | -10.9% | 15,641 | +222.7% | 0.05% | -24.2% |
| Q3 2020 | $1,120,000 | +11.7% | 4,847 | +0.3% | 0.07% | +3.1% |
| Q2 2020 | $1,003,000 | +22.2% | 4,834 | -2.9% | 0.06% | +3.2% |
| Q1 2020 | $821,000 | -19.8% | 4,977 | -5.9% | 0.06% | 0.0% |
| Q4 2019 | $1,024,000 | +5.9% | 5,289 | -1.6% | 0.06% | -1.6% |
| Q3 2019 | $967,000 | +2.4% | 5,374 | +2.1% | 0.06% | 0.0% |
| Q2 2019 | $944,000 | -14.3% | 5,265 | -17.6% | 0.06% | -14.9% |
| Q1 2019 | $1,102,000 | +29.5% | 6,393 | +13.2% | 0.07% | +13.8% |
| Q4 2018 | $851,000 | -14.9% | 5,648 | +0.1% | 0.06% | -3.0% |
| Q3 2018 | $1,000,000 | +9.2% | 5,645 | +0.2% | 0.07% | +1.5% |
| Q2 2018 | $916,000 | +5.8% | 5,635 | +0.9% | 0.07% | +3.1% |
| Q1 2018 | $866,000 | +0.8% | 5,585 | -0.7% | 0.06% | +3.2% |
| Q4 2017 | $859,000 | +7.8% | 5,625 | +1.3% | 0.06% | +3.3% |
| Q3 2017 | $797,000 | +4.3% | 5,555 | -0.4% | 0.06% | 0.0% |
| Q2 2017 | $764,000 | -20.2% | 5,580 | -23.4% | 0.06% | -22.1% |
| Q1 2017 | $957,000 | +17.9% | 7,280 | +9.1% | 0.08% | +11.6% |
| Q4 2016 | $812,000 | -9.7% | 6,670 | -9.7% | 0.07% | -11.5% |
| Q3 2016 | $899,000 | +4.7% | 7,390 | +0.3% | 0.08% | +1.3% |
| Q2 2016 | $859,000 | +7.6% | 7,365 | +7.0% | 0.08% | +1.3% |
| Q1 2016 | $798,000 | -16.4% | 6,885 | -16.5% | 0.08% | -18.3% |
| Q4 2015 | $955,000 | +13.0% | 8,245 | +5.1% | 0.09% | +5.7% |
| Q3 2015 | $845,000 | -2.5% | 7,843 | +3.0% | 0.09% | +4.8% |
| Q2 2015 | $867,000 | -7.4% | 7,613 | -7.4% | 0.08% | -7.7% |
| Q1 2015 | $936,000 | -16.1% | 8,218 | -17.8% | 0.09% | -20.9% |
| Q4 2014 | $1,116,000 | +8.0% | 9,999 | +3.4% | 0.12% | +1.8% |
| Q3 2014 | $1,033,000 | +2.8% | 9,671 | +1.3% | 0.11% | +0.9% |
| Q2 2014 | $1,005,000 | +4.8% | 9,551 | -0.5% | 0.11% | -3.4% |
| Q1 2014 | $959,000 | – | 9,601 | – | 0.12% | – |
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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% |