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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $9,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 140 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 35 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | -96.8% | 35 | -97.3% | 0.01% | -97.1% |
| Q1 2020 | $220,000 | -13.4% | 1,310 | 0.0% | 0.17% | +12.4% |
| Q4 2019 | $254,000 | +8.5% | 1,310 | +0.8% | 0.15% | -1.3% |
| Q3 2019 | $234,000 | +0.4% | 1,300 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $233,000 | -0.9% | 1,300 | -4.8% | 0.16% | -10.3% |
| Q1 2019 | $235,000 | +45.1% | 1,365 | +27.0% | 0.17% | +20.8% |
| Q4 2018 | $162,000 | -6.4% | 1,075 | +10.1% | 0.14% | +20.0% |
| Q3 2018 | $173,000 | +8.1% | 976 | -1.0% | 0.12% | 0.0% |
| Q2 2018 | $160,000 | -0.6% | 986 | -5.3% | 0.12% | -5.5% |
| Q1 2018 | $161,000 | -43.9% | 1,041 | -44.7% | 0.13% | -37.7% |
| Q4 2017 | $287,000 | – | 1,881 | – | 0.20% | – |
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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% |