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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $379,000 | -0.5% | 5,134 | -1.9% | 0.09% | +7.0% |
| Q2 2021 | $381,000 | +2.7% | 5,236 | -8.1% | 0.09% | -15.7% |
| Q1 2021 | $371,000 | -11.9% | 5,696 | -13.6% | 0.10% | -19.0% |
| Q4 2020 | $421,000 | +205.1% | 6,596 | +723.5% | 0.13% | +113.6% |
| Q1 2019 | $138,000 | -27.0% | 801 | -24.6% | 0.06% | -10.6% |
| Q3 2018 | $189,000 | +9.2% | 1,062 | 0.0% | 0.07% | +4.8% |
| Q2 2018 | $173,000 | +4.8% | 1,062 | 0.0% | 0.06% | +10.5% |
| Q1 2018 | $165,000 | +1.9% | 1,062 | 0.0% | 0.06% | -5.0% |
| Q4 2017 | $162,000 | +6.6% | 1,062 | 0.0% | 0.06% | -4.8% |
| Q3 2017 | $152,000 | +38.2% | 1,062 | +32.6% | 0.06% | +26.0% |
| Q2 2017 | $110,000 | – | 801 | – | 0.05% | – |
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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% |