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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $326,000 | +30.4% | 4,265 | +44.1% | 0.20% | +21.7% |
| Q4 2021 | $250,000 | +14.2% | 2,960 | 0.0% | 0.17% | +13.7% |
| Q3 2021 | $219,000 | +1.9% | 2,960 | 0.0% | 0.15% | +2.1% |
| Q2 2021 | $215,000 | +13.8% | 2,960 | 0.0% | 0.14% | -2.7% |
| Q4 2020 | $189,000 | +10.5% | 2,960 | +300.0% | 0.15% | +1.4% |
| Q3 2020 | $171,000 | +11.0% | 740 | 0.0% | 0.14% | +2.8% |
| Q2 2020 | $154,000 | – | 740 | – | 0.14% | – |
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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% |