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 | $433,000 | -86.7% | 5,573 | -89.0% | 0.05% | -60.9% |
| Q1 2021 | $3,251,000 | +5.9% | 50,538 | +4.6% | 0.13% | -3.0% |
| Q4 2020 | $3,071,000 | +6.2% | 48,307 | +283.7% | 0.13% | -7.7% |
| Q3 2020 | $2,891,000 | -62.3% | 12,589 | -66.5% | 0.14% | -64.5% |
| Q2 2020 | $7,678,000 | +30.5% | 37,621 | +7.1% | 0.40% | +23.6% |
| Q1 2020 | $5,884,000 | -0.6% | 35,113 | +14.7% | 0.33% | +12.0% |
| Q4 2019 | $5,918,000 | +3.0% | 30,625 | -4.5% | 0.29% | -6.1% |
| Q3 2019 | $5,747,000 | -17.7% | 32,079 | -17.9% | 0.31% | -16.9% |
| Q2 2019 | $6,979,000 | -5.4% | 39,078 | -9.3% | 0.37% | -12.9% |
| Q1 2019 | $7,379,000 | +102.3% | 43,098 | +76.3% | 0.43% | +76.1% |
| Q4 2018 | $3,647,000 | -27.2% | 24,446 | -13.6% | 0.24% | -17.1% |
| Q3 2018 | $5,011,000 | +4.2% | 28,304 | -4.4% | 0.29% | -6.1% |
| Q2 2018 | $4,808,000 | -15.9% | 29,597 | -20.9% | 0.31% | -17.9% |
| Q1 2018 | $5,715,000 | +8.3% | 37,432 | +8.9% | 0.38% | +12.1% |
| Q4 2017 | $5,275,000 | -9.4% | 34,374 | -15.7% | 0.34% | -12.6% |
| Q3 2017 | $5,822,000 | -28.8% | 40,787 | -31.8% | 0.39% | -33.2% |
| Q2 2017 | $8,172,000 | +76.4% | 59,821 | +69.8% | 0.58% | +61.4% |
| Q1 2017 | $4,633,000 | +118.4% | 35,226 | +103.6% | 0.36% | +94.6% |
| Q4 2016 | $2,121,000 | -14.8% | 17,304 | -16.0% | 0.18% | -27.2% |
| Q3 2016 | $2,490,000 | -22.3% | 20,601 | -25.9% | 0.25% | -32.3% |
| Q2 2016 | $3,204,000 | +77.1% | 27,815 | +78.7% | 0.38% | +48.8% |
| Q1 2016 | $1,809,000 | +16.4% | 15,566 | +17.3% | 0.25% | +9.6% |
| Q4 2015 | $1,554,000 | +94.2% | 13,270 | +75.2% | 0.23% | +60.8% |
| Q3 2015 | $800,000 | -1.7% | 7,575 | +5.6% | 0.14% | -0.7% |
| Q2 2015 | $814,000 | -86.9% | 7,175 | -86.7% | 0.14% | -88.1% |
| Q1 2015 | $6,198,000 | – | 53,876 | – | 1.21% | – |
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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% |