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 2022 | $266,000 | -6.0% | 3,477 | +2.7% | 0.05% | +6.1% |
| Q4 2021 | $283,000 | +13.2% | 3,384 | 0.0% | 0.05% | -9.3% |
| Q3 2021 | $250,000 | -4.2% | 3,384 | -5.9% | 0.05% | -6.9% |
| Q2 2021 | $261,000 | +11.5% | 3,595 | +0.0% | 0.06% | -24.7% |
| Q1 2021 | $234,000 | +2.2% | 3,594 | 0.0% | 0.08% | +16.7% |
| Q4 2020 | $229,000 | +10.1% | 3,594 | +300.2% | 0.07% | -5.7% |
| Q3 2020 | $208,000 | +18.9% | 898 | -15.4% | 0.07% | -9.1% |
| Q1 2020 | $175,000 | +8.0% | 1,061 | +18.2% | 0.08% | +45.3% |
| Q3 2019 | $162,000 | +1.2% | 898 | +0.1% | 0.05% | +3.9% |
| Q2 2019 | $160,000 | +3.2% | 897 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $155,000 | – | 897 | – | 0.05% | – |
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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% |