ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,065,299 | -3.2% | 15,570 | -0.3% | 0.04% | +2.7% |
| Q2 2023 | $1,100,898 | +8.9% | 15,620 | -1.3% | 0.04% | +2.8% |
| Q1 2023 | $1,010,740 | +6.2% | 15,820 | -2.8% | 0.04% | +2.9% |
| Q4 2022 | $952,029 | +1.1% | 16,274 | 0.0% | 0.04% | -2.8% |
| Q3 2022 | $942,000 | -6.9% | 16,274 | -3.0% | 0.04% | -2.7% |
| Q2 2022 | $1,012,000 | -22.9% | 16,774 | -2.3% | 0.04% | -9.8% |
| Q1 2022 | $1,312,000 | -12.2% | 17,174 | -3.8% | 0.04% | -6.8% |
| Q4 2021 | $1,495,000 | +11.7% | 17,861 | -1.4% | 0.04% | +4.8% |
| Q3 2021 | $1,339,000 | +0.1% | 18,111 | -1.5% | 0.04% | +5.0% |
| Q2 2021 | $1,337,000 | +11.0% | 18,383 | -0.5% | 0.04% | +14.3% |
| Q1 2021 | $1,204,000 | +2.0% | 18,483 | 0.0% | 0.04% | -2.8% |
| Q4 2020 | $1,180,000 | -6.1% | 18,483 | +240.0% | 0.04% | -14.3% |
| Q3 2020 | $1,256,000 | +11.3% | 5,436 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $1,128,000 | +1.3% | 5,436 | -19.3% | 0.04% | -18.0% |
| Q1 2020 | $1,113,000 | -14.7% | 6,736 | 0.0% | 0.05% | +4.2% |
| Q4 2019 | $1,305,000 | +16.4% | 6,736 | +8.2% | 0.05% | +11.6% |
| Q3 2019 | $1,121,000 | +0.4% | 6,228 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $1,116,000 | +156.0% | 6,228 | +146.2% | 0.04% | +138.9% |
| Q1 2019 | $436,000 | +2.3% | 2,530 | -10.6% | 0.02% | -10.0% |
| Q4 2018 | $426,000 | -20.7% | 2,830 | -6.6% | 0.02% | -25.9% |
| Q3 2018 | $537,000 | +8.9% | 3,030 | 0.0% | 0.03% | +22.7% |
| Q2 2018 | $493,000 | +3.6% | 3,030 | -1.3% | 0.02% | 0.0% |
| Q1 2018 | $476,000 | +1.5% | 3,070 | 0.0% | 0.02% | -42.1% |
| Q4 2017 | $469,000 | -20.0% | 3,070 | -24.8% | 0.04% | +18.8% |
| Q3 2017 | $586,000 | +113.9% | 4,080 | +104.0% | 0.03% | -13.5% |
| Q2 2017 | $274,000 | +4.2% | 2,000 | 0.0% | 0.04% | +2.8% |
| Q1 2017 | $263,000 | +7.8% | 2,000 | 0.0% | 0.04% | +2.9% |
| Q4 2016 | $244,000 | +0.4% | 2,000 | 0.0% | 0.04% | -12.5% |
| Q3 2016 | $243,000 | +4.3% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $233,000 | +0.4% | 2,000 | 0.0% | 0.04% | -4.8% |
| Q1 2016 | $232,000 | 0.0% | 2,000 | 0.0% | 0.04% | +2.4% |
| Q4 2015 | $232,000 | +1.8% | 2,000 | 0.0% | 0.04% | +2.5% |
| Q3 2015 | $228,000 | 0.0% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $228,000 | 0.0% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $228,000 | +2.2% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $223,000 | +4.2% | 2,000 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $214,000 | – | 2,000 | – | 0.04% | – |
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% |