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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $284,000 | -31.1% | 8,308 | +366.7% | 0.05% | -47.1% |
| Q3 2020 | $412,000 | +7.9% | 1,780 | -3.4% | 0.10% | 0.0% |
| Q2 2020 | $382,000 | +213.1% | 1,843 | +151.1% | 0.10% | +155.0% |
| Q1 2020 | $122,000 | -65.7% | 734 | -60.0% | 0.04% | -56.0% |
| Q4 2019 | $356,000 | +165.7% | 1,834 | +149.9% | 0.09% | +145.9% |
| Q3 2019 | $134,000 | -60.6% | 734 | -61.0% | 0.04% | -61.1% |
| Q2 2019 | $340,000 | -11.9% | 1,884 | -15.8% | 0.10% | -13.6% |
| Q1 2019 | $386,000 | +286.0% | 2,238 | +247.5% | 0.11% | +223.5% |
| Q4 2018 | $100,000 | -24.2% | 644 | -12.3% | 0.03% | -15.0% |
| Q3 2018 | $132,000 | +10.0% | 734 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $120,000 | -99.9% | 734 | 0.0% | 0.04% | +2.7% |
| Q1 2018 | $113,514,000 | +15.7% | 734 | +14.0% | 0.04% | +15.6% |
| Q4 2017 | $98,080,000 | +6.5% | 644 | 0.0% | 0.03% | +3.2% |
| Q3 2017 | $92,078,000 | -54.8% | 644 | -57.0% | 0.03% | -44.6% |
| Q2 2017 | $203,935,000 | +77.6% | 1,498 | +71.4% | 0.06% | +55.6% |
| Q1 2017 | $114,820,000 | +70.5% | 874 | +57.8% | 0.04% | +71.4% |
| Q4 2016 | $67,350,000 | -49.9% | 554 | -26.7% | 0.02% | +10.5% |
| Q3 2016 | $134,556,000 | +108.7% | 756 | +36.5% | 0.02% | 0.0% |
| Q2 2016 | $64,470,000 | +0.6% | 554 | +0.2% | 0.02% | 0.0% |
| Q1 2016 | $64,087,000 | -34.0% | 553 | -34.2% | 0.02% | -32.1% |
| Q4 2015 | $97,042,000 | +68.9% | 840 | +57.3% | 0.03% | +55.6% |
| Q3 2015 | $57,458,000 | -47.7% | 534 | -44.7% | 0.02% | -41.9% |
| Q2 2015 | $109,876,000 | -0.1% | 966 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $109,964,000 | +2.1% | 966 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $107,694,000 | +4.5% | 966 | 0.0% | 0.03% | +3.3% |
| Q3 2014 | $103,082,000 | +96.0% | 966 | +93.2% | 0.03% | +76.5% |
| Q2 2014 | $52,595,000 | +5.4% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $49,920,000 | +89042.9% | 500 | -12.3% | 0.02% | -10.5% |
| Q4 2013 | $56,000 | – | 570 | – | 0.02% | – |
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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% |