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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $527 | -99.9% | 9,013 | -46.4% | 0.05% | -50.0% |
| Q3 2022 | $973,000 | -14.2% | 16,821 | -10.5% | 0.10% | -10.3% |
| Q2 2022 | $1,134,000 | -23.4% | 18,791 | -3.1% | 0.12% | -4.9% |
| Q1 2022 | $1,481,000 | -18.4% | 19,391 | -10.6% | 0.12% | -12.9% |
| Q4 2021 | $1,814,000 | +14.6% | 21,686 | +1.2% | 0.14% | -51.9% |
| Q3 2021 | $1,583,000 | +1.6% | 21,420 | 0.0% | 0.29% | +44.1% |
| Q2 2021 | $1,558,000 | +4.2% | 21,420 | -6.7% | 0.20% | -10.6% |
| Q1 2021 | $1,495,000 | +35.5% | 22,967 | +32.8% | 0.23% | +39.5% |
| Q4 2020 | $1,103,000 | +22.8% | 17,288 | +345.0% | 0.16% | +9.5% |
| Q3 2020 | $898,000 | +30.5% | 3,885 | +17.2% | 0.15% | +17.5% |
| Q2 2020 | $688,000 | +6.2% | 3,315 | -15.6% | 0.13% | -15.4% |
| Q1 2020 | $648,000 | -25.3% | 3,927 | -12.3% | 0.15% | +2.8% |
| Q4 2019 | $867,000 | +75.9% | 4,477 | +63.4% | 0.14% | +72.6% |
| Q3 2019 | $493,000 | +18.5% | 2,740 | +18.2% | 0.08% | -7.7% |
| Q2 2019 | $416,000 | +11.8% | 2,319 | +7.6% | 0.09% | -1.1% |
| Q1 2019 | $372,000 | +34.8% | 2,156 | +17.4% | 0.09% | +13.6% |
| Q4 2018 | $276,000 | -33.0% | 1,836 | -21.2% | 0.08% | -19.8% |
| Q3 2018 | $412,000 | +26.4% | 2,329 | +15.9% | 0.10% | +16.1% |
| Q2 2018 | $326,000 | +4.8% | 2,009 | 0.0% | 0.09% | -9.4% |
| Q1 2018 | $311,000 | -1.3% | 2,009 | -2.6% | 0.10% | +5.5% |
| Q4 2017 | $315,000 | +7.5% | 2,062 | +0.7% | 0.09% | -7.1% |
| Q3 2017 | $293,000 | +2.4% | 2,047 | -2.2% | 0.10% | -3.9% |
| Q2 2017 | $286,000 | +28.8% | 2,092 | +23.9% | 0.10% | +18.6% |
| Q1 2017 | $222,000 | +8.3% | 1,688 | 0.0% | 0.09% | -5.5% |
| Q4 2016 | $205,000 | – | 1,688 | – | 0.09% | – |
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% |