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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $100,934 | +9.8% | 1,344 | 0.0% | 0.04% | -4.3% |
| Q3 2023 | $91,956 | -4.7% | 1,344 | -1.8% | 0.05% | -8.0% |
| Q2 2023 | $96,487 | +12.4% | 1,369 | +1.9% | 0.05% | 0.0% |
| Q1 2023 | $85,868 | +9.2% | 1,344 | 0.0% | 0.05% | -2.0% |
| Q4 2022 | $78,624 | -97.3% | 1,344 | -97.3% | 0.05% | -97.5% |
| Q3 2022 | $2,908,000 | -7.1% | 50,275 | -0.9% | 2.04% | +2.8% |
| Q2 2022 | $3,130,000 | +19462.5% | 50,752 | +20039.7% | 1.98% | +15153.8% |
| Q4 2020 | $16,000 | – | 252 | – | 0.01% | – |
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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% |