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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,380,000 | -7.6% | 37,289 | +234.5% | 0.38% | -28.9% |
| Q3 2020 | $2,576,000 | +5.7% | 11,148 | -5.0% | 0.53% | +17.3% |
| Q2 2020 | $2,436,000 | +14.4% | 11,739 | -9.0% | 0.45% | -9.4% |
| Q1 2020 | $2,130,000 | -14.9% | 12,905 | -7.1% | 0.50% | -4.0% |
| Q3 2019 | $2,502,000 | -0.8% | 13,898 | -1.2% | 0.52% | +4.2% |
| Q2 2019 | $2,521,000 | +4.0% | 14,066 | -0.0% | 0.50% | +22.4% |
| Q1 2019 | $2,425,000 | +14.0% | 14,069 | -0.4% | 0.41% | +4.6% |
| Q4 2018 | $2,128,000 | -43.3% | 14,124 | -33.4% | 0.39% | -27.0% |
| Q3 2018 | $3,755,000 | +5.4% | 21,196 | -3.3% | 0.53% | +3.7% |
| Q2 2018 | $3,563,000 | -61.3% | 21,911 | -68.4% | 0.51% | -26.1% |
| Q1 2018 | $9,212,000 | +142.0% | 69,392 | +178.6% | 0.70% | +32.8% |
| Q4 2017 | $3,806,000 | -26.3% | 24,910 | -30.9% | 0.52% | -29.1% |
| Q3 2017 | $5,167,000 | +2.5% | 36,025 | -2.2% | 0.74% | -2.2% |
| Q2 2017 | $5,040,000 | -9.1% | 36,830 | -12.6% | 0.76% | -16.8% |
| Q1 2017 | $5,542,000 | -2.3% | 42,135 | -9.5% | 0.91% | -0.8% |
| Q4 2016 | $5,671,000 | -52.3% | 46,560 | -52.4% | 0.92% | -10.5% |
| Q3 2016 | $11,894,000 | +75.1% | 97,770 | +67.8% | 1.02% | -19.4% |
| Q2 2016 | $6,793,000 | -51.0% | 58,270 | -51.3% | 1.27% | -3.1% |
| Q1 2016 | $13,870,000 | +84.9% | 119,686 | +84.7% | 1.31% | +4.8% |
| Q4 2015 | $7,502,000 | – | 64,783 | – | 1.25% | – |
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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% |