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 | $565,000 | -3.1% | 8,858 | +251.4% | 0.41% | -27.8% |
| Q3 2020 | $583,000 | -31.9% | 2,521 | -38.9% | 0.57% | -34.9% |
| Q2 2020 | $856,000 | +25.9% | 4,124 | +0.0% | 0.87% | +23.5% |
| Q1 2020 | $680,000 | -2.0% | 4,122 | +15.0% | 0.71% | +21.9% |
| Q4 2019 | $694,000 | +7.6% | 3,584 | 0.0% | 0.58% | -0.9% |
| Q3 2019 | $645,000 | +68.0% | 3,584 | +67.2% | 0.58% | +42.1% |
| Q2 2019 | $384,000 | – | 2,143 | – | 0.41% | – |
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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% |