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 | $100,404,000 | +13.2% | 1,200 | 0.0% | 0.06% | +1.7% |
| Q3 2021 | $88,692,000 | +1.6% | 1,200 | 0.0% | 0.06% | +5.5% |
| Q2 2021 | $87,276,000 | +11.7% | 1,200 | 0.0% | 0.06% | +7.8% |
| Q1 2021 | $78,132,000 | +2.0% | 1,200 | 0.0% | 0.05% | -8.9% |
| Q4 2020 | $76,584,000 | +2.0% | 1,200 | +269.2% | 0.06% | -12.5% |
| Q3 2020 | $75,101,000 | -3.5% | 325 | -13.3% | 0.06% | -12.3% |
| Q2 2020 | $77,808,000 | -14.3% | 375 | -31.8% | 0.07% | -27.0% |
| Q1 2020 | $90,777,000 | -14.8% | 550 | 0.0% | 0.10% | +23.5% |
| Q4 2019 | $106,502,000 | +7.6% | 550 | 0.0% | 0.08% | +6.6% |
| Q3 2019 | $99,017,000 | +0.4% | 550 | 0.0% | 0.08% | -9.5% |
| Q2 2019 | $98,582,000 | +4.0% | 550 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $94,798,000 | +4.9% | 550 | -8.3% | 0.08% | -6.6% |
| Q4 2018 | $90,402,000 | – | 600 | – | 0.09% | – |
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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% |