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 | $15,933,000 | +4.2% | 215,578 | +96.3% | 0.74% | 0.0% |
| Q2 2021 | $15,294,000 | -99.7% | 109,820 | +17.2% | 0.74% | +39.7% |
| Q1 2021 | $6,098,958,000 | +84962.2% | 93,672 | -16.6% | 0.53% | -62.1% |
| Q4 2020 | $7,170,000 | +37.4% | 112,351 | +346.7% | 1.39% | -14.9% |
| Q3 2020 | $5,218,000 | 0.0% | 25,149 | 0.0% | 1.64% | +8.9% |
| Q2 2020 | $5,218,000 | -24.8% | 25,149 | -42.7% | 1.50% | +35.2% |
| Q1 2020 | $6,938,000 | -18.5% | 43,866 | -0.3% | 1.11% | -37.8% |
| Q4 2019 | $8,518,000 | +69.3% | 43,986 | +58.6% | 1.79% | +77.1% |
| Q3 2019 | $5,030,000 | +158.3% | 27,726 | +155.2% | 1.01% | +9.3% |
| Q2 2019 | $1,947,000 | -77.1% | 10,864 | -77.9% | 0.92% | -41.2% |
| Q1 2019 | $8,490,000 | – | 49,259 | – | 1.57% | – |
Download | ||||||
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% |