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 2020 | $11,303,000 | -30.3% | 177,103 | +152.2% | 1.69% | -43.0% |
| Q3 2020 | $16,225,000 | -20.1% | 70,212 | -28.3% | 2.97% | -37.7% |
| Q2 2020 | $20,318,000 | -23.0% | 97,922 | -38.8% | 4.76% | -58.0% |
| Q1 2020 | $26,395,000 | -11.6% | 159,919 | +3.7% | 11.34% | +42.9% |
| Q4 2019 | $29,855,000 | +8.5% | 154,177 | +0.8% | 7.93% | -8.7% |
| Q3 2019 | $27,524,000 | +0.4% | 152,887 | 0.0% | 8.69% | -13.3% |
| Q2 2019 | $27,403,000 | +2.0% | 152,887 | +0.4% | 10.02% | +8.5% |
| Q1 2019 | $26,863,000 | +16.9% | 152,335 | -0.1% | 9.24% | +16.1% |
| Q4 2018 | $22,986,000 | -14.5% | 152,560 | +0.5% | 7.96% | +0.2% |
| Q3 2018 | $26,883,000 | – | 151,736 | – | 7.95% | – |
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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% |