ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $22,000 | -56.0% | 350 | +62.8% | 0.01% | -58.8% |
| Q3 2020 | $50,000 | -7.4% | 215 | -17.3% | 0.02% | -15.0% |
| Q2 2020 | $54,000 | +12.5% | 260 | -10.3% | 0.02% | -4.8% |
| Q1 2020 | $48,000 | -14.3% | 290 | 0.0% | 0.02% | +5.0% |
| Q4 2019 | $56,000 | -30.0% | 290 | -34.4% | 0.02% | -33.3% |
| Q3 2019 | $80,000 | +1233.3% | 442 | +1200.0% | 0.03% | +1400.0% |
| Q2 2018 | $6,000 | +20.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | -54.5% | 34 | -66.7% | 0.00% | 0.0% |
| Q4 2014 | $11,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $11,000 | – | 102 | – | 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% |