Independent Advisor Alliance - ISHARES TR ownership

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
Independent Advisor Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$255,000
+18.6%
3,992
+4.7%
0.02%
+6.2%
Q3 2020$215,000
-41.3%
3,812
+134.6%
0.02%
-59.0%
Q2 2020$366,000
-97.4%
1,625
-97.8%
0.04%
-93.7%
Q4 2019$14,148,000
+80.3%
73,062
+22.2%
0.62%
-50.4%
Q1 2017$7,847,00059,7971.24%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders