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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $982,000 | +9.5% | 13,517 | -1.4% | 0.26% | -0.8% |
| Q1 2021 | $897,000 | -3.4% | 13,702 | -4.8% | 0.26% | -8.4% |
| Q4 2020 | $929,000 | +3.7% | 14,400 | +271.7% | 0.28% | -10.9% |
| Q3 2020 | $896,000 | -6.0% | 3,874 | -16.2% | 0.32% | -11.4% |
| Q2 2020 | $953,000 | -12.6% | 4,622 | -29.6% | 0.36% | -21.0% |
| Q1 2020 | $1,090,000 | -62.9% | 6,570 | -56.6% | 0.46% | -64.4% |
| Q4 2019 | $2,935,000 | -73.2% | 15,153 | -75.0% | 1.28% | -76.0% |
| Q3 2019 | $10,956,000 | +2.5% | 60,632 | +1.0% | 5.34% | -6.2% |
| Q2 2019 | $10,689,000 | -2.7% | 60,035 | -5.5% | 5.69% | -9.8% |
| Q1 2019 | $10,987,000 | -12.3% | 63,547 | -23.5% | 6.31% | -19.4% |
| Q4 2018 | $12,530,000 | -39.5% | 83,043 | -29.0% | 7.82% | -42.5% |
| Q3 2018 | $20,704,000 | -27.6% | 116,889 | -33.5% | 13.60% | -35.9% |
| Q2 2018 | $28,579,000 | – | 175,813 | – | 21.22% | – |
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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% |