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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $243,000 | +5.2% | 3,800 | +280.0% | 0.01% | -7.1% |
| Q3 2020 | $231,000 | +0.4% | 1,000 | -9.9% | 0.01% | -6.7% |
| Q2 2020 | $230,000 | -16.1% | 1,110 | -33.2% | 0.02% | -28.6% |
| Q1 2020 | $274,000 | -23.9% | 1,661 | -10.7% | 0.02% | -4.5% |
| Q4 2019 | $360,000 | -6.2% | 1,861 | -12.8% | 0.02% | -12.0% |
| Q3 2019 | $384,000 | -51.2% | 2,134 | -51.4% | 0.02% | -51.0% |
| Q2 2019 | $787,000 | +213.5% | 4,390 | +201.3% | 0.05% | +200.0% |
| Q1 2019 | $251,000 | +14.1% | 1,457 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $220,000 | -14.7% | 1,457 | 0.0% | 0.02% | +21.4% |
| Q3 2018 | $258,000 | +14.2% | 1,457 | +4.9% | 0.01% | +7.7% |
| Q2 2018 | $226,000 | +5.1% | 1,389 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $215,000 | -27.4% | 1,389 | -28.4% | 0.01% | -23.5% |
| Q4 2017 | $296,000 | +28.1% | 1,939 | +14.8% | 0.02% | +21.4% |
| Q2 2017 | $231,000 | -1.7% | 1,689 | -5.6% | 0.01% | 0.0% |
| Q1 2017 | $235,000 | +2.2% | 1,789 | -5.3% | 0.01% | 0.0% |
| Q4 2016 | $230,000 | 0.0% | 1,889 | 0.0% | 0.01% | -17.6% |
| Q3 2016 | $230,000 | – | 1,889 | – | 0.02% | – |
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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% |