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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $978,000 | -22.1% | 16,200 | -6.8% | 0.07% | +343.8% |
| Q1 2022 | $1,255,000 | -13.7% | 17,385 | +0.0% | 0.02% | -83.3% |
| Q4 2021 | $1,454,000 | +8.2% | 17,380 | -4.5% | 0.10% | +3.2% |
| Q3 2021 | $1,344,000 | -3.2% | 18,190 | -4.7% | 0.09% | -4.1% |
| Q2 2021 | $1,388,000 | +11.0% | 19,083 | -0.7% | 0.10% | +1.0% |
| Q1 2021 | $1,251,000 | +0.2% | 19,213 | -1.7% | 0.10% | -5.9% |
| Q4 2020 | $1,248,000 | +10.1% | 19,551 | +298.5% | 0.10% | -1.9% |
| Q3 2020 | $1,134,000 | +10.7% | 4,906 | -0.6% | 0.10% | +10.6% |
| Q2 2020 | $1,024,000 | +19.5% | 4,934 | -5.0% | 0.09% | -32.9% |
| Q1 2020 | $857,000 | -11.2% | 5,192 | +4.2% | 0.14% | -9.7% |
| Q4 2019 | $965,000 | +2.9% | 4,982 | -4.4% | 0.16% | +11.5% |
| Q3 2019 | $938,000 | +0.5% | 5,210 | +0.1% | 0.14% | +0.7% |
| Q2 2019 | $933,000 | +16.5% | 5,203 | +11.9% | 0.14% | +26.6% |
| Q1 2019 | $801,000 | +2.0% | 4,649 | -10.8% | 0.11% | -8.4% |
| Q4 2018 | $785,000 | -30.3% | 5,212 | -18.1% | 0.12% | +10.2% |
| Q3 2018 | $1,127,000 | +11.5% | 6,361 | +2.4% | 0.11% | -25.5% |
| Q2 2018 | $1,011,000 | +64.4% | 6,214 | +56.8% | 0.14% | +68.6% |
| Q1 2018 | $615,000 | +186.0% | 3,964 | +182.3% | 0.09% | +145.7% |
| Q4 2017 | $215,000 | -61.0% | 1,404 | -63.5% | 0.04% | -55.7% |
| Q3 2017 | $551,000 | +27.3% | 3,844 | +21.5% | 0.08% | +19.7% |
| Q2 2017 | $433,000 | +1.2% | 3,163 | -2.8% | 0.07% | +1.5% |
| Q1 2017 | $428,000 | +6.5% | 3,255 | -1.3% | 0.06% | -1.5% |
| Q4 2016 | $402,000 | -0.2% | 3,297 | -0.5% | 0.07% | +8.2% |
| Q3 2016 | $403,000 | +3.1% | 3,313 | -1.3% | 0.06% | -3.2% |
| Q2 2016 | $391,000 | -1.0% | 3,357 | -1.5% | 0.06% | +90.9% |
| Q1 2016 | $395,000 | +9.4% | 3,409 | +9.3% | 0.03% | -43.1% |
| Q4 2015 | $361,000 | -30.0% | 3,119 | -34.9% | 0.06% | -28.4% |
| Q3 2015 | $516,000 | -0.8% | 4,789 | +4.8% | 0.08% | +1.2% |
| Q2 2015 | $520,000 | -1.0% | 4,568 | -0.8% | 0.08% | -4.8% |
| Q1 2015 | $525,000 | +81.7% | 4,603 | +77.9% | 0.08% | +55.6% |
| Q4 2014 | $289,000 | – | 2,588 | – | 0.05% | – |
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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% |