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 | $2,755,000 | +6.1% | 37,277 | +4.4% | 0.18% | +5.1% |
| Q2 2021 | $2,597,000 | +10.1% | 35,711 | -1.4% | 0.18% | +1.7% |
| Q1 2021 | $2,359,000 | +5.3% | 36,224 | +3.2% | 0.17% | 0.0% |
| Q4 2020 | $2,241,000 | +10.6% | 35,117 | +5.0% | 0.17% | -2.8% |
| Q3 2020 | $2,026,000 | +22.7% | 33,452 | +320.5% | 0.18% | +11.3% |
| Q2 2020 | $1,651,000 | +39.0% | 7,955 | +10.5% | 0.16% | +16.9% |
| Q1 2020 | $1,188,000 | +17.6% | 7,196 | +38.0% | 0.14% | +44.7% |
| Q4 2019 | $1,010,000 | -20.2% | 5,214 | -25.9% | 0.09% | -30.4% |
| Q3 2019 | $1,266,000 | -39.9% | 7,032 | -40.1% | 0.14% | -38.4% |
| Q2 2019 | $2,106,000 | +2.1% | 11,747 | -1.8% | 0.22% | -2.7% |
| Q1 2019 | $2,062,000 | -7.6% | 11,963 | -19.2% | 0.22% | -18.8% |
| Q4 2018 | $2,232,000 | – | 14,811 | – | 0.28% | – |
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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% |