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 | $17,000 | 0.0% | 268 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $17,000 | +13.3% | 268 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | -25.0% | 67 | -29.5% | 0.01% | -28.6% |
| Q2 2020 | $20,000 | +11.1% | 95 | -15.2% | 0.01% | -12.5% |
| Q1 2020 | $18,000 | -28.0% | 112 | -11.8% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | +8.7% | 127 | -2.3% | 0.01% | 0.0% |
| Q3 2019 | $23,000 | -14.8% | 130 | -13.3% | 0.01% | -20.0% |
| Q2 2019 | $27,000 | +3.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $26,000 | +4.0% | 150 | -11.2% | 0.01% | 0.0% |
| Q4 2018 | $25,000 | – | 169 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |