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 | $7,035 | -7.2% | 102,828 | -4.4% | 0.02% | -4.3% |
| Q2 2023 | $7,578 | +19.6% | 107,517 | +8.4% | 0.02% | +4.5% |
| Q1 2023 | $6,337 | +9.6% | 99,192 | +0.3% | 0.02% | 0.0% |
| Q4 2022 | $5,784 | -99.9% | 98,876 | +18.3% | 0.02% | +10.0% |
| Q3 2022 | $4,834,000 | +1.9% | 83,564 | +6.4% | 0.02% | -4.8% |
| Q2 2022 | $4,742,000 | -20.9% | 78,574 | +0.2% | 0.02% | -8.7% |
| Q1 2022 | $5,992,000 | -10.0% | 78,451 | -1.4% | 0.02% | -8.0% |
| Q4 2021 | $6,655,000 | +28.3% | 79,536 | +13.3% | 0.02% | +19.0% |
| Q3 2021 | $5,187,000 | +7.1% | 70,175 | +5.4% | 0.02% | -8.7% |
| Q2 2021 | $4,843,000 | +9.5% | 66,594 | -2.0% | 0.02% | 0.0% |
| Q1 2021 | $4,424,000 | +7.5% | 67,947 | +5.3% | 0.02% | -4.2% |
| Q4 2020 | $4,117,000 | +17.6% | 64,511 | +326.0% | 0.02% | +9.1% |
| Q3 2020 | $3,500,000 | +21.4% | 15,145 | +9.0% | 0.02% | +15.8% |
| Q2 2020 | $2,883,000 | +21.9% | 13,897 | -3.0% | 0.02% | 0.0% |
| Q1 2020 | $2,365,000 | -32.1% | 14,330 | -20.3% | 0.02% | -24.0% |
| Q4 2019 | $3,483,000 | +6.3% | 17,985 | -1.2% | 0.02% | -3.8% |
| Q3 2019 | $3,276,000 | +19.2% | 18,195 | +18.6% | 0.03% | +18.2% |
| Q2 2019 | $2,749,000 | +7.6% | 15,338 | +3.5% | 0.02% | 0.0% |
| Q1 2019 | $2,554,000 | -56.0% | 14,815 | -61.6% | 0.02% | -24.1% |
| Q4 2018 | $5,808,000 | +107.3% | 38,552 | +143.7% | 0.03% | +16.0% |
| Q3 2018 | $2,802,000 | -45.2% | 15,817 | -49.7% | 0.02% | +4.2% |
| Q2 2018 | $5,112,000 | +110.5% | 31,442 | +100.7% | 0.02% | 0.0% |
| Q1 2018 | $2,429,000 | +4.3% | 15,667 | +2.8% | 0.02% | 0.0% |
| Q4 2017 | $2,329,000 | +4.5% | 15,243 | -2.0% | 0.02% | 0.0% |
| Q3 2017 | $2,229,000 | +28.7% | 15,548 | +22.8% | 0.02% | +26.3% |
| Q2 2017 | $1,732,000 | -6.0% | 12,658 | -9.6% | 0.02% | -5.0% |
| Q1 2017 | $1,842,000 | -83.3% | 14,005 | -84.6% | 0.02% | -85.0% |
| Q4 2016 | $11,050,000 | +0.8% | 90,728 | +0.7% | 0.13% | -6.3% |
| Q3 2016 | $10,961,000 | +8.4% | 90,095 | +3.9% | 0.14% | +1.4% |
| Q2 2016 | $10,107,000 | +572.9% | 86,699 | +568.9% | 0.14% | +536.4% |
| Q1 2016 | $1,502,000 | +5.3% | 12,962 | +5.2% | 0.02% | -4.3% |
| Q4 2015 | $1,426,000 | +11.8% | 12,317 | +4.0% | 0.02% | +4.5% |
| Q3 2015 | $1,276,000 | +4.2% | 11,840 | +10.1% | 0.02% | +4.8% |
| Q2 2015 | $1,225,000 | -3.4% | 10,757 | -3.3% | 0.02% | -4.5% |
| Q1 2015 | $1,268,000 | +1.4% | 11,126 | -0.8% | 0.02% | -4.3% |
| Q4 2014 | $1,251,000 | +1.1% | 11,212 | -3.2% | 0.02% | -8.0% |
| Q3 2014 | $1,238,000 | +1.5% | 11,587 | -0.1% | 0.02% | +47.1% |
| Q2 2014 | $1,220,000 | +2.8% | 11,601 | -2.5% | 0.02% | -5.6% |
| Q1 2014 | $1,187,000 | -5.5% | 11,894 | -6.5% | 0.02% | -14.3% |
| Q4 2013 | $1,256,000 | +7.9% | 12,719 | -2.3% | 0.02% | 0.0% |
| Q3 2013 | $1,164,000 | -69.8% | 13,022 | -71.6% | 0.02% | -72.7% |
| Q2 2013 | $3,855,000 | – | 45,886 | – | 0.08% | – |
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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% |