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 | $1,487,000 | +2.1% | 22,832 | 0.0% | 0.14% | -1.4% |
| Q4 2020 | $1,457,000 | +23.1% | 22,832 | +300.0% | 0.15% | +1.4% |
| Q2 2020 | $1,184,000 | +25.7% | 5,708 | 0.0% | 0.14% | +4.3% |
| Q1 2020 | $942,000 | -15.8% | 5,708 | -1.2% | 0.14% | +6.1% |
| Q4 2019 | $1,119,000 | +6.0% | 5,778 | 0.0% | 0.13% | -3.0% |
| Q3 2019 | $1,056,000 | +1.9% | 5,778 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $1,036,000 | +4.0% | 5,778 | 0.0% | 0.13% | +2.3% |
| Q1 2019 | $996,000 | +9.9% | 5,778 | +0.5% | 0.13% | +3.1% |
| Q4 2018 | $906,000 | -77.5% | 5,748 | -74.7% | 0.13% | -74.4% |
| Q3 2018 | $4,019,000 | +4.9% | 22,683 | -3.7% | 0.50% | -2.2% |
| Q2 2018 | $3,831,000 | -1.9% | 23,557 | -6.4% | 0.51% | +3.5% |
| Q1 2018 | $3,904,000 | -1.0% | 25,178 | -2.5% | 0.49% | +2.7% |
| Q4 2017 | $3,944,000 | – | 25,814 | – | 0.48% | – |
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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% |