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 | $2,574,371 | -2.6% | 37,626 | +0.4% | 0.12% | -0.8% |
| Q2 2023 | $2,642,295 | +7.2% | 37,490 | -2.8% | 0.12% | +1.7% |
| Q1 2023 | $2,464,493 | +93146.0% | 38,574 | -14.6% | 0.12% | 0.0% |
| Q4 2022 | $2,643 | -99.9% | 45,173 | -3.4% | 0.12% | -7.8% |
| Q3 2022 | $2,705,000 | -3.5% | 46,754 | +0.7% | 0.13% | +4.1% |
| Q2 2022 | $2,802,000 | +71.2% | 46,428 | +116.6% | 0.12% | +115.8% |
| Q1 2022 | $1,637,000 | +153.4% | 21,434 | +177.8% | 0.06% | +171.4% |
| Q4 2021 | $646,000 | -43.9% | 7,717 | -50.5% | 0.02% | -8.7% |
| Q3 2021 | $1,152,000 | +103.2% | 15,584 | +100.0% | 0.02% | +9.5% |
| Q2 2021 | $567,000 | +9.0% | 7,792 | -2.5% | 0.02% | 0.0% |
| Q1 2021 | $520,000 | -9.6% | 7,992 | -11.3% | 0.02% | -22.2% |
| Q4 2020 | $575,000 | +8.1% | 9,008 | +291.3% | 0.03% | 0.0% |
| Q3 2020 | $532,000 | +17.7% | 2,302 | +14.5% | 0.03% | +12.5% |
| Q2 2020 | $452,000 | +13.9% | 2,011 | -16.4% | 0.02% | -11.1% |
| Q1 2020 | $397,000 | -15.7% | 2,405 | -1.0% | 0.03% | +8.0% |
| Q4 2019 | $471,000 | +3.3% | 2,430 | -4.1% | 0.02% | -3.8% |
| Q3 2019 | $456,000 | +11.8% | 2,533 | +11.3% | 0.03% | +8.3% |
| Q2 2019 | $408,000 | -1.4% | 2,275 | -5.3% | 0.02% | -4.0% |
| Q1 2019 | $414,000 | +11.0% | 2,402 | -3.1% | 0.02% | -3.8% |
| Q4 2018 | $373,000 | -15.0% | 2,478 | 0.0% | 0.03% | +4.0% |
| Q3 2018 | $439,000 | +8.9% | 2,478 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $403,000 | -27.6% | 2,478 | -31.1% | 0.02% | -30.6% |
| Q1 2018 | $557,000 | -4.0% | 3,595 | -5.3% | 0.04% | -2.7% |
| Q4 2017 | $580,000 | +6.6% | 3,795 | 0.0% | 0.04% | +2.8% |
| Q3 2017 | $544,000 | -1.3% | 3,795 | -5.7% | 0.04% | -5.3% |
| Q2 2017 | $551,000 | +4.2% | 4,025 | 0.0% | 0.04% | +8.6% |
| Q1 2017 | $529,000 | +1.3% | 4,025 | -6.1% | 0.04% | -5.4% |
| Q4 2016 | $522,000 | +15.2% | 4,285 | +15.1% | 0.04% | +12.1% |
| Q3 2016 | $453,000 | +15.9% | 3,722 | +11.0% | 0.03% | +10.0% |
| Q2 2016 | $391,000 | -57.8% | 3,352 | -58.0% | 0.03% | -60.5% |
| Q1 2016 | $926,000 | +127.5% | 7,987 | +127.1% | 0.08% | +130.3% |
| Q4 2015 | $407,000 | – | 3,517 | – | 0.03% | – |
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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% |