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 | $1,806 | +205.1% | 26,400 | +214.3% | 0.00% | +200.0% |
| Q2 2023 | $592 | -74.4% | 8,400 | -76.8% | 0.00% | -66.7% |
| Q1 2023 | $2,313 | -99.8% | 36,200 | +102.2% | 0.00% | +200.0% |
| Q3 2022 | $1,036,000 | -63.7% | 17,900 | -62.2% | 0.00% | -66.7% |
| Q2 2022 | $2,855,000 | +42.2% | 47,300 | +97.1% | 0.00% | +50.0% |
| Q4 2021 | $2,008,000 | -12.9% | 24,000 | -23.1% | 0.00% | -33.3% |
| Q3 2021 | $2,306,000 | +482.3% | 31,200 | +403.2% | 0.00% | – |
| Q4 2020 | $396,000 | -81.4% | 6,200 | -32.6% | 0.00% | -100.0% |
| Q3 2020 | $2,126,000 | +176.8% | 9,200 | +148.6% | 0.00% | +100.0% |
| Q2 2020 | $768,000 | +260.6% | 3,700 | +236.4% | 0.00% | – |
| Q4 2019 | $213,000 | -66.0% | 1,100 | -68.6% | 0.00% | -100.0% |
| Q2 2019 | $627,000 | +48.6% | 3,500 | +25.0% | 0.00% | – |
| Q4 2018 | $422,000 | – | 2,800 | – | 0.00% | – |
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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% |