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 2021 | $330,000 | +1.5% | 4,466 | 0.0% | 0.03% | +3.3% |
| Q2 2021 | $325,000 | +11.7% | 4,466 | 0.0% | 0.03% | +3.4% |
| Q1 2021 | $291,000 | +1.0% | 4,466 | -1.0% | 0.03% | -3.3% |
| Q4 2020 | $288,000 | +10.3% | 4,511 | +299.9% | 0.03% | -3.2% |
| Q3 2020 | $261,000 | +11.5% | 1,128 | +0.1% | 0.03% | +3.3% |
| Q2 2020 | $234,000 | +4.5% | 1,127 | -2.6% | 0.03% | 0.0% |
| Q4 2019 | $224,000 | +7.7% | 1,157 | -0.1% | 0.03% | -3.2% |
| Q3 2019 | $208,000 | -18.4% | 1,158 | -18.6% | 0.03% | -13.9% |
| Q2 2019 | $255,000 | -33.1% | 1,422 | -35.6% | 0.04% | -34.5% |
| Q1 2019 | $381,000 | -4.8% | 2,208 | -16.9% | 0.06% | -15.4% |
| Q4 2018 | $400,000 | +93.2% | 2,656 | +127.8% | 0.06% | +116.7% |
| Q3 2018 | $207,000 | +3.0% | 1,166 | -9.9% | 0.03% | 0.0% |
| Q1 2018 | $201,000 | -2.9% | 1,294 | -4.6% | 0.03% | 0.0% |
| Q4 2017 | $207,000 | +10.1% | 1,357 | +3.7% | 0.03% | -36.2% |
| Q3 2017 | $188,000 | -11.7% | 1,309 | -15.8% | 0.05% | -13.0% |
| Q2 2017 | $213,000 | -6.6% | 1,555 | -10.4% | 0.05% | -5.3% |
| Q1 2017 | $228,000 | -0.4% | 1,736 | -7.6% | 0.06% | -3.4% |
| Q4 2016 | $229,000 | -9.5% | 1,879 | -9.4% | 0.06% | +25.5% |
| Q3 2016 | $253,000 | +4.5% | 2,075 | 0.0% | 0.05% | +9.3% |
| Q2 2016 | $242,000 | +0.8% | 2,075 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $240,000 | 0.0% | 2,075 | 0.0% | 0.04% | -28.3% |
| Q4 2015 | $240,000 | +7.1% | 2,075 | 0.0% | 0.06% | +11.1% |
| Q3 2015 | $224,000 | -5.1% | 2,075 | 0.0% | 0.05% | +3.8% |
| Q2 2015 | $236,000 | -7.5% | 2,075 | -7.2% | 0.05% | -43.5% |
| Q1 2015 | $255,000 | +2.0% | 2,237 | +0.0% | 0.09% | -6.1% |
| Q4 2014 | $250,000 | +4.6% | 2,236 | 0.0% | 0.10% | -5.8% |
| Q3 2014 | $239,000 | -6.3% | 2,236 | -7.7% | 0.10% | -4.6% |
| Q2 2014 | $255,000 | +5.4% | 2,422 | 0.0% | 0.11% | +2.8% |
| Q1 2014 | $242,000 | +1.3% | 2,422 | 0.0% | 0.11% | +1.9% |
| Q4 2013 | $239,000 | +9.1% | 2,422 | -1.2% | 0.10% | +4.0% |
| Q3 2013 | $219,000 | -10.6% | 2,451 | -15.8% | 0.10% | -16.7% |
| Q2 2013 | $245,000 | – | 2,911 | – | 0.12% | – |
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% |