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 2021 | $7,745,000 | +0.7% | 104,792 | -0.9% | 0.50% | +0.6% |
| Q2 2021 | $7,690,000 | +18.7% | 105,728 | +6.3% | 0.50% | +10.1% |
| Q1 2021 | $6,478,000 | +21.8% | 99,492 | +19.4% | 0.46% | +12.3% |
| Q4 2020 | $5,319,000 | +9.0% | 83,343 | +294.8% | 0.41% | -4.0% |
| Q3 2020 | $4,879,000 | +11.5% | 21,112 | +0.1% | 0.42% | +18.2% |
| Q2 2020 | $4,376,000 | +17.1% | 21,092 | -6.8% | 0.36% | +1.7% |
| Q1 2020 | $3,737,000 | -15.5% | 22,642 | -0.8% | 0.35% | +10.3% |
| Q4 2019 | $4,421,000 | +14.1% | 22,833 | +6.1% | 0.32% | +3.6% |
| Q3 2019 | $3,875,000 | +6.0% | 21,527 | +5.5% | 0.31% | +2.0% |
| Q2 2019 | $3,656,000 | -21.5% | 20,400 | -24.5% | 0.30% | -23.9% |
| Q1 2019 | $4,656,000 | +18.4% | 27,014 | +3.5% | 0.40% | +6.1% |
| Q4 2018 | $3,933,000 | -13.1% | 26,106 | +2.2% | 0.37% | -2.3% |
| Q3 2018 | $4,526,000 | -5.8% | 25,546 | -13.5% | 0.38% | -12.0% |
| Q2 2018 | $4,804,000 | +32.7% | 29,544 | +26.6% | 0.44% | +29.1% |
| Q1 2018 | $3,620,000 | +3.1% | 23,344 | +1.6% | 0.34% | +7.7% |
| Q4 2017 | $3,511,000 | +5.2% | 22,984 | -1.2% | 0.31% | -1.6% |
| Q3 2017 | $3,336,000 | +4.3% | 23,263 | -0.4% | 0.32% | +1.6% |
| Q2 2017 | $3,198,000 | +13.6% | 23,366 | +9.2% | 0.31% | +7.6% |
| Q1 2017 | $2,814,000 | +38.4% | 21,397 | +28.2% | 0.29% | +32.9% |
| Q4 2016 | $2,033,000 | +12.3% | 16,693 | +12.1% | 0.22% | +11.2% |
| Q3 2016 | $1,811,000 | +17.1% | 14,887 | +12.2% | 0.20% | +13.2% |
| Q2 2016 | $1,546,000 | +20.6% | 13,263 | +19.9% | 0.17% | +17.6% |
| Q1 2016 | $1,282,000 | +29.8% | 11,065 | +29.7% | 0.15% | +26.5% |
| Q4 2015 | $988,000 | -1.5% | 8,530 | -8.3% | 0.12% | -9.3% |
| Q3 2015 | $1,003,000 | -3.8% | 9,301 | +1.5% | 0.13% | +6.6% |
| Q2 2015 | $1,043,000 | +142.6% | 9,164 | +142.8% | 0.12% | +146.9% |
| Q1 2015 | $430,000 | – | 3,775 | – | 0.05% | – |
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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% |