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 | $294,000 | -8.7% | 3,847 | 0.0% | 0.12% | -20.4% |
| Q4 2021 | $322,000 | +13.4% | 3,847 | 0.0% | 0.16% | +11.3% |
| Q3 2021 | $284,000 | +1.4% | 3,847 | 0.0% | 0.14% | -14.5% |
| Q2 2021 | $280,000 | +12.0% | 3,847 | 0.0% | 0.16% | +5.1% |
| Q1 2021 | $250,000 | -25.6% | 3,847 | -27.0% | 0.16% | -33.2% |
| Q4 2020 | $336,000 | -7.2% | 5,269 | +236.0% | 0.24% | -17.3% |
| Q3 2020 | $362,000 | -34.5% | 1,568 | -41.2% | 0.28% | -40.7% |
| Q2 2020 | $553,000 | -4.3% | 2,667 | -23.8% | 0.48% | -18.4% |
| Q1 2020 | $578,000 | -21.1% | 3,500 | -7.5% | 0.59% | -19.0% |
| Q4 2019 | $733,000 | -12.6% | 3,784 | -18.8% | 0.72% | -20.6% |
| Q3 2019 | $839,000 | -10.0% | 4,661 | -10.3% | 0.91% | -9.8% |
| Q2 2019 | $932,000 | -4.6% | 5,197 | -8.3% | 1.01% | -6.2% |
| Q1 2019 | $977,000 | -11.8% | 5,669 | -22.9% | 1.08% | -4.9% |
| Q4 2018 | $1,108,000 | – | 7,352 | – | 1.14% | – |
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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% |