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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $18,000 | -40.0% | 322 | -35.7% | 0.01% | -40.0% |
| Q2 2022 | $30,000 | -26.8% | 501 | -7.2% | 0.01% | -9.1% |
| Q1 2022 | $41,000 | -6.8% | 540 | +0.6% | 0.01% | -8.3% |
| Q4 2021 | $44,000 | +12.8% | 537 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $39,000 | 0.0% | 537 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $39,000 | +14.7% | 536 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $34,000 | +41.7% | 536 | +38.1% | 0.01% | +37.5% |
| Q4 2020 | $24,000 | -20.0% | 388 | +191.7% | 0.01% | -27.3% |
| Q3 2020 | $30,000 | +50.0% | 133 | +37.1% | 0.01% | +57.1% |
| Q2 2020 | $20,000 | +5.3% | 97 | -19.2% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | -17.4% | 120 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $23,000 | +9.5% | 120 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $21,000 | 0.0% | 120 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $21,000 | +40.0% | 120 | +31.9% | 0.01% | +60.0% |
| Q1 2019 | $15,000 | +15.4% | 91 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $13,000 | +160.0% | 91 | +213.8% | 0.01% | +150.0% |
| Q3 2018 | $5,000 | +25.0% | 29 | +11.5% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | -20.0% | 26 | -31.6% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | -99.1% | 38 | -99.1% | 0.00% | -99.3% |
| Q2 2017 | $547,000 | +5977.8% | 4,004 | +5033.3% | 0.28% | +5540.0% |
| Q1 2016 | $9,000 | – | 78 | – | 0.01% | – |
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% |