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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $818,000 | -2.2% | 14,147 | +2.2% | 0.19% | +9.4% |
| Q2 2022 | $836,000 | -48.7% | 13,846 | -35.1% | 0.17% | -44.5% |
| Q1 2022 | $1,630,000 | -18.0% | 21,339 | -10.1% | 0.31% | +9.2% |
| Q4 2021 | $1,987,000 | +18.5% | 23,744 | +4.7% | 0.28% | +28.2% |
| Q3 2021 | $1,677,000 | -0.5% | 22,688 | -2.1% | 0.22% | +2.8% |
| Q2 2021 | $1,685,000 | -65.1% | 23,164 | -68.8% | 0.21% | -66.6% |
| Q1 2021 | $4,835,000 | +0.3% | 74,253 | -1.7% | 0.64% | -3.8% |
| Q4 2020 | $4,822,000 | +6.5% | 75,564 | +285.8% | 0.67% | -2.3% |
| Q3 2020 | $4,526,000 | +11.5% | 19,587 | +0.1% | 0.68% | +3.0% |
| Q2 2020 | $4,060,000 | +27.4% | 19,567 | +1.3% | 0.66% | +11.4% |
| Q1 2020 | $3,187,000 | -22.0% | 19,308 | -8.5% | 0.59% | -2.3% |
| Q4 2019 | $4,087,000 | -23.3% | 21,106 | -28.7% | 0.61% | -22.6% |
| Q3 2019 | $5,328,000 | -18.1% | 29,594 | -18.4% | 0.79% | -10.0% |
| Q2 2019 | $6,503,000 | +61.8% | 36,280 | +55.6% | 0.87% | +62.0% |
| Q1 2019 | $4,019,000 | +82.4% | 23,320 | +59.5% | 0.54% | +59.5% |
| Q4 2018 | $2,203,000 | +13.0% | 14,621 | +32.9% | 0.34% | +31.0% |
| Q3 2018 | $1,950,000 | +13.5% | 11,004 | +4.1% | 0.26% | -0.8% |
| Q2 2018 | $1,718,000 | +6.6% | 10,567 | +1.7% | 0.26% | +6.6% |
| Q1 2018 | $1,611,000 | -0.8% | 10,392 | -2.2% | 0.24% | +1.7% |
| Q4 2017 | $1,624,000 | +10.3% | 10,629 | +3.5% | 0.24% | -6.6% |
| Q3 2017 | $1,473,000 | -4.3% | 10,274 | -8.7% | 0.26% | +1.6% |
| Q2 2017 | $1,539,000 | +16.6% | 11,251 | +12.1% | 0.25% | +4.5% |
| Q1 2017 | $1,320,000 | +5.4% | 10,033 | -2.4% | 0.24% | -8.7% |
| Q4 2016 | $1,252,000 | +1.5% | 10,280 | +1.4% | 0.26% | +1.1% |
| Q3 2016 | $1,233,000 | +7.2% | 10,137 | +2.8% | 0.26% | +2.3% |
| Q2 2016 | $1,150,000 | +8.0% | 9,862 | +7.3% | 0.26% | +6.7% |
| Q1 2016 | $1,065,000 | +409.6% | 9,191 | +409.5% | 0.24% | +410.6% |
| Q4 2015 | $209,000 | -7.9% | 1,804 | -9.7% | 0.05% | -17.5% |
| Q2 2015 | $227,000 | – | 1,997 | – | 0.06% | – |
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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% |