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 2021 | $3,329,000 | +12.7% | 39,786 | -0.4% | 0.59% | +3.5% |
| Q3 2021 | $2,953,000 | +586.7% | 39,960 | +575.7% | 0.57% | +561.6% |
| Q2 2021 | $430,000 | -67.0% | 5,914 | -71.0% | 0.09% | -74.7% |
| Q4 2020 | $1,303,000 | +14.4% | 20,424 | +221.4% | 0.34% | +3.3% |
| Q2 2019 | $1,139,000 | +424.9% | 6,355 | +325.1% | 0.33% | +311.2% |
| Q3 2017 | $217,000 | +5.9% | 1,495 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $205,000 | +95.2% | 1,495 | +78.0% | 0.08% | +62.0% |
| Q4 2016 | $105,000 | – | 840 | – | 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% |