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 2021 | $453,000 | +62.9% | 5,419 | +24.4% | 0.12% | +63.4% |
Q4 2020 | $278,000 | -23.4% | 4,356 | +177.6% | 0.07% | -32.4% |
Q3 2020 | $363,000 | -28.5% | 1,569 | -44.4% | 0.10% | -51.8% |
Q3 2019 | $508,000 | -1.0% | 2,824 | -1.3% | 0.22% | +6.9% |
Q2 2019 | $513,000 | -26.2% | 2,861 | -29.0% | 0.20% | -44.3% |
Q1 2019 | $695,000 | +30.9% | 4,032 | +23.5% | 0.37% | +14.7% |
Q4 2018 | $531,000 | -11.5% | 3,264 | -3.6% | 0.32% | -2.7% |
Q3 2018 | $600,000 | – | 3,385 | – | 0.33% | – |
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% |