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 | $2,908,000 | +7.6% | 45,561 | +289.6% | 1.22% | -0.7% |
| Q3 2020 | $2,702,000 | +11.1% | 11,695 | -0.2% | 1.23% | +3.9% |
| Q2 2020 | $2,431,000 | +39.4% | 11,715 | +10.9% | 1.18% | +29.3% |
| Q1 2020 | $1,744,000 | -15.4% | 10,567 | -0.7% | 0.92% | +11.3% |
| Q4 2019 | $2,061,000 | -5.8% | 10,645 | -12.4% | 0.82% | -5.2% |
| Q3 2019 | $2,188,000 | +5.5% | 12,151 | +5.0% | 0.87% | +3.2% |
| Q2 2019 | $2,073,000 | -12.9% | 11,568 | -16.2% | 0.84% | -15.9% |
| Q1 2019 | $2,380,000 | +35.9% | 13,810 | +18.8% | 1.00% | +16.7% |
| Q4 2018 | $1,751,000 | -12.8% | 11,620 | +2.5% | 0.86% | -7.7% |
| Q3 2018 | $2,009,000 | +16.8% | 11,340 | +7.2% | 0.93% | +19.3% |
| Q2 2018 | $1,720,000 | +22.9% | 10,575 | +17.2% | 0.78% | +17.3% |
| Q1 2018 | $1,399,000 | +0.4% | 9,021 | -1.2% | 0.66% | +1.2% |
| Q4 2017 | $1,394,000 | +10.6% | 9,126 | +3.9% | 0.66% | +6.0% |
| Q3 2017 | $1,260,000 | -77.7% | 8,786 | -78.8% | 0.62% | -79.1% |
| Q2 2017 | $5,662,000 | -43.6% | 41,374 | -45.8% | 2.96% | -43.3% |
| Q1 2017 | $10,037,000 | +33.6% | 76,313 | +23.8% | 5.22% | +14.4% |
| Q4 2016 | $7,510,000 | -3.3% | 61,660 | -3.4% | 4.57% | -15.0% |
| Q3 2016 | $7,764,000 | +3.9% | 63,820 | -0.5% | 5.37% | -0.6% |
| Q2 2016 | $7,474,000 | -18.7% | 64,110 | -19.2% | 5.41% | -17.1% |
| Q1 2016 | $9,192,000 | -2.8% | 79,316 | -2.9% | 6.52% | +7.1% |
| Q4 2015 | $9,460,000 | +8.2% | 81,696 | +0.7% | 6.09% | +3.8% |
| Q3 2015 | $8,741,000 | -40.6% | 81,088 | -37.3% | 5.87% | -32.3% |
| Q2 2015 | $14,724,000 | -1.6% | 129,313 | -1.6% | 8.66% | -5.2% |
| Q1 2015 | $14,971,000 | +31.4% | 131,383 | +28.7% | 9.14% | +22.6% |
| Q4 2014 | $11,396,000 | +10.5% | 102,111 | +5.8% | 7.46% | -7.1% |
| Q3 2014 | $10,314,000 | +10.1% | 96,551 | +8.4% | 8.02% | +3.0% |
| Q2 2014 | $9,371,000 | -14.3% | 89,087 | -18.6% | 7.79% | -13.4% |
| Q1 2014 | $10,931,000 | +19.3% | 109,481 | +17.9% | 9.00% | +14.5% |
| Q4 2013 | $9,166,000 | – | 92,824 | – | 7.86% | – |
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% |