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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $126,243 | -0.6% | 2,158 | -1.5% | 0.08% | +2.7% |
| Q3 2022 | $127,000 | -5.9% | 2,190 | -2.1% | 0.07% | +8.8% |
| Q2 2022 | $135,000 | -22.4% | 2,236 | -2.1% | 0.07% | -16.0% |
| Q1 2022 | $174,000 | -8.9% | 2,284 | 0.0% | 0.08% | +11.0% |
| Q4 2021 | $191,000 | +11.0% | 2,284 | -2.0% | 0.07% | -2.7% |
| Q3 2021 | $172,000 | 0.0% | 2,330 | -1.3% | 0.08% | +7.1% |
| Q2 2021 | $172,000 | +9.6% | 2,361 | -2.2% | 0.07% | +6.1% |
| Q1 2021 | $157,000 | +1.9% | 2,415 | -0.0% | 0.07% | -5.7% |
| Q4 2020 | $154,000 | +7.7% | 2,416 | +290.9% | 0.07% | -1.4% |
| Q3 2020 | $143,000 | -10.6% | 618 | -20.1% | 0.07% | -10.1% |
| Q2 2020 | $160,000 | +25.0% | 773 | -0.5% | 0.08% | -30.1% |
| Q1 2020 | $128,000 | -14.7% | 777 | 0.0% | 0.11% | +66.2% |
| Q4 2019 | $150,000 | +4.9% | 777 | -1.9% | 0.07% | +3.0% |
| Q3 2019 | $143,000 | +0.7% | 792 | 0.0% | 0.07% | +1.5% |
| Q2 2019 | $142,000 | +2.9% | 792 | -0.9% | 0.06% | -1.5% |
| Q1 2019 | $138,000 | +7.8% | 799 | -6.2% | 0.07% | 0.0% |
| Q4 2018 | $128,000 | -15.8% | 852 | -0.8% | 0.07% | -8.3% |
| Q3 2018 | $152,000 | +8.6% | 859 | -0.5% | 0.07% | +9.1% |
| Q2 2018 | $140,000 | +2.2% | 863 | -2.5% | 0.07% | +1.5% |
| Q1 2018 | $137,000 | -29.0% | 885 | -30.1% | 0.06% | -23.5% |
| Q4 2017 | $193,000 | -6.3% | 1,266 | -11.9% | 0.08% | -9.6% |
| Q3 2017 | $206,000 | +3.0% | 1,437 | -1.7% | 0.09% | 0.0% |
| Q2 2017 | $200,000 | +1.0% | 1,462 | -2.7% | 0.09% | -2.1% |
| Q1 2017 | $198,000 | +7.6% | 1,502 | -0.5% | 0.10% | +3.2% |
| Q4 2016 | $184,000 | -11.5% | 1,510 | -11.5% | 0.09% | -10.6% |
| Q3 2016 | $208,000 | +4.5% | 1,706 | -0.3% | 0.10% | -1.0% |
| Q2 2016 | $199,000 | -3.4% | 1,711 | -3.9% | 0.10% | -16.7% |
| Q1 2016 | $206,000 | 0.0% | 1,780 | -0.1% | 0.13% | +5.0% |
| Q4 2015 | $206,000 | +5.6% | 1,781 | -1.5% | 0.12% | +8.1% |
| Q3 2015 | $195,000 | -5.8% | 1,808 | -0.4% | 0.11% | -0.9% |
| Q2 2015 | $207,000 | -1.0% | 1,816 | -1.0% | 0.11% | 0.0% |
| Q1 2015 | $209,000 | -13.3% | 1,835 | -15.2% | 0.11% | -15.2% |
| Q4 2014 | $241,000 | -30.3% | 2,163 | -33.3% | 0.13% | -33.0% |
| Q3 2014 | $346,000 | +0.3% | 3,242 | -1.1% | 0.20% | +1.0% |
| Q2 2014 | $345,000 | +5.8% | 3,279 | +0.6% | 0.20% | +3.2% |
| Q1 2014 | $326,000 | +0.9% | 3,261 | -0.3% | 0.19% | -0.5% |
| Q4 2013 | $323,000 | +9.9% | 3,272 | -0.6% | 0.19% | +5.6% |
| Q3 2013 | $294,000 | +6.1% | 3,293 | 0.0% | 0.18% | -11.8% |
| Q2 2013 | $277,000 | – | 3,293 | – | 0.20% | – |
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% |