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 2022 | $223,587 | -24.7% | 3,822 | -25.4% | 0.05% | -28.4% |
| Q3 2022 | $297,000 | -7.2% | 5,126 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $320,000 | -16.4% | 5,126 | -1.9% | 0.07% | -5.1% |
| Q1 2022 | $383,000 | -6.1% | 5,223 | -0.9% | 0.08% | -7.1% |
| Q4 2021 | $408,000 | -7.1% | 5,271 | -12.3% | 0.08% | -2.3% |
| Q3 2021 | $439,000 | -11.8% | 6,012 | -9.9% | 0.09% | -13.1% |
| Q2 2021 | $498,000 | +5.7% | 6,674 | -2.0% | 0.10% | +3.1% |
| Q1 2021 | $471,000 | +17.2% | 6,810 | +8.0% | 0.10% | +12.9% |
| Q4 2020 | $402,000 | +1.0% | 6,306 | +268.3% | 0.08% | -20.6% |
| Q3 2020 | $398,000 | +3.9% | 1,712 | -17.9% | 0.11% | -53.3% |
| Q1 2020 | $383,000 | -63.1% | 2,086 | -61.1% | 0.23% | -40.4% |
| Q4 2019 | $1,037,000 | +4.5% | 5,357 | -2.8% | 0.38% | -3.8% |
| Q3 2019 | $992,000 | -12.8% | 5,512 | -13.2% | 0.40% | -10.5% |
| Q2 2019 | $1,138,000 | +2.1% | 6,347 | -1.9% | 0.45% | +0.9% |
| Q1 2019 | $1,115,000 | -6.7% | 6,467 | -18.5% | 0.44% | -39.0% |
| Q4 2018 | $1,195,000 | -97.8% | 7,934 | -97.4% | 0.72% | -95.6% |
| Q3 2017 | $53,358,000 | +163.1% | 302,128 | +103.9% | 16.62% | +29.3% |
| Q2 2017 | $20,281,000 | +15.0% | 148,196 | +10.5% | 12.85% | +30.6% |
| Q1 2017 | $17,631,000 | +394.1% | 134,055 | +357.6% | 9.84% | +387.8% |
| Q4 2016 | $3,568,000 | +42.2% | 29,293 | +42.0% | 2.02% | +23.7% |
| Q3 2016 | $2,509,000 | -1.4% | 20,627 | -5.5% | 1.63% | -5.9% |
| Q2 2016 | $2,545,000 | -3.6% | 21,829 | -4.1% | 1.73% | +7.0% |
| Q1 2016 | $2,639,000 | +57.3% | 22,770 | +57.1% | 1.62% | +46.8% |
| Q4 2015 | $1,678,000 | -4.8% | 14,492 | -11.3% | 1.10% | -37.5% |
| Q3 2015 | $1,762,000 | -72.0% | 16,344 | -70.4% | 1.76% | -56.7% |
| Q2 2015 | $6,288,000 | -64.2% | 55,227 | -64.1% | 4.08% | -60.5% |
| Q1 2015 | $17,542,000 | +3.4% | 153,940 | +1.2% | 10.32% | -24.0% |
| Q4 2014 | $16,968,000 | -9.6% | 152,044 | -14.8% | 13.58% | -24.3% |
| Q2 2014 | $18,764,000 | +23.0% | 178,384 | +4.5% | 17.94% | +170.6% |
| Q3 2013 | $15,251,000 | +3.1% | 170,670 | -3.1% | 6.63% | -3.2% |
| Q2 2013 | $14,793,000 | – | 176,087 | – | 6.85% | – |
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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% |