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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,570,000 | -55.6% | 21,239 | -56.3% | 0.78% | -42.5% |
| Q2 2021 | $3,536,000 | +36.7% | 48,613 | +22.4% | 1.36% | +40.0% |
| Q1 2021 | $2,587,000 | -43.7% | 39,728 | -44.8% | 0.97% | -43.1% |
| Q4 2020 | $4,596,000 | -28.1% | 72,017 | +160.5% | 1.71% | -31.9% |
| Q3 2020 | $6,389,000 | +3.7% | 27,650 | -6.9% | 2.51% | -2.8% |
| Q2 2020 | $6,162,000 | +52.9% | 29,697 | +21.6% | 2.58% | +20.5% |
| Q1 2020 | $4,030,000 | -26.8% | 24,419 | -21.6% | 2.14% | -18.4% |
| Q4 2019 | $5,503,000 | – | 31,142 | – | 2.63% | – |
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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% |