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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,000 | -62.2% | 240 | -50.0% | 0.00% | -50.0% |
| Q1 2022 | $37,000 | -7.5% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | +14.3% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $35,000 | 0.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +12.9% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | 0.0% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +10.7% | 480 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | +12.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $25,000 | +25.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -13.0% | 120 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $23,000 | +4.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | +4.8% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | – | 120 | – | 0.00% | – |
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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% |