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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $231,000 | -0.4% | 2,765 | -11.9% | 0.02% | -12.0% |
| Q3 2021 | $232,000 | -67.9% | 3,138 | -70.7% | 0.02% | -50.0% |
| Q2 2021 | $723,000 | +112.0% | 10,713 | +104.4% | 0.05% | +25.0% |
| Q1 2021 | $341,000 | -16.2% | 5,240 | -17.7% | 0.04% | -31.0% |
| Q4 2020 | $407,000 | +5.7% | 6,370 | +282.8% | 0.06% | -18.3% |
| Q3 2020 | $385,000 | -48.1% | 1,664 | -53.5% | 0.07% | -56.4% |
| Q2 2020 | $742,000 | -14.9% | 3,575 | -32.3% | 0.16% | -47.1% |
| Q1 2020 | $872,000 | -18.2% | 5,281 | -4.1% | 0.31% | +33.9% |
| Q4 2019 | $1,066,000 | -37.6% | 5,505 | -42.2% | 0.23% | -42.2% |
| Q2 2019 | $1,708,000 | +4.0% | 9,528 | -0.1% | 0.40% | +9.0% |
| Q1 2019 | $1,643,000 | +3.5% | 9,534 | -8.2% | 0.36% | -30.9% |
| Q4 2017 | $1,587,000 | +107.5% | 10,388 | +94.7% | 0.53% | +193.3% |
| Q3 2017 | $765,000 | +161.1% | 5,336 | +149.3% | 0.18% | +81.8% |
| Q2 2017 | $293,000 | -76.7% | 2,140 | -77.6% | 0.10% | -69.0% |
| Q1 2017 | $1,255,000 | – | 9,543 | – | 0.32% | – |
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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% |