ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $250,000 | -28.8% | 3,268 | -22.2% | 0.03% | -22.0% |
| Q4 2021 | $351,000 | -17.0% | 4,201 | -26.6% | 0.04% | -21.2% |
| Q3 2021 | $423,000 | +64.0% | 5,726 | +61.3% | 0.05% | +62.5% |
| Q2 2021 | $258,000 | +27.1% | 3,550 | +13.9% | 0.03% | +23.1% |
| Q1 2021 | $203,000 | -29.3% | 3,116 | -30.7% | 0.03% | -31.6% |
| Q4 2020 | $287,000 | +10.4% | 4,496 | +300.0% | 0.04% | +5.6% |
| Q3 2020 | $260,000 | +11.6% | 1,124 | 0.0% | 0.04% | +2.9% |
| Q2 2020 | $233,000 | 0.0% | 1,124 | -6.4% | 0.04% | +16.7% |
| Q4 2019 | $233,000 | -6.4% | 1,201 | -13.2% | 0.03% | -9.1% |
| Q3 2019 | $249,000 | +2.5% | 1,383 | +2.0% | 0.03% | +6.5% |
| Q2 2019 | $243,000 | – | 1,356 | – | 0.03% | – |
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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% |