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 | $20,526 | -2.9% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $21,144 | -42.9% | 300 | -48.3% | 0.00% | -50.0% |
Q1 2023 | $37,056 | +9.2% | 580 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $33,930 | -3.1% | 580 | -3.3% | 0.00% | 0.0% |
Q3 2022 | $35,000 | -18.6% | 600 | -16.1% | 0.00% | 0.0% |
Q2 2022 | $43,000 | -28.3% | 715 | -8.3% | 0.00% | 0.0% |
Q1 2022 | $60,000 | -57.1% | 780 | -53.3% | 0.00% | -33.3% |
Q4 2021 | $140,000 | -38.6% | 1,670 | -45.7% | 0.00% | -50.0% |
Q3 2021 | $228,000 | +1.3% | 3,077 | -0.6% | 0.01% | 0.0% |
Q2 2021 | $225,000 | +11.4% | 3,095 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $202,000 | +2.5% | 3,095 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $197,000 | +7.7% | 3,095 | +291.3% | 0.01% | -14.3% |
Q3 2020 | $183,000 | +266.0% | 791 | +225.5% | 0.01% | +250.0% |
Q2 2020 | $50,000 | +25.0% | 243 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $40,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $40,000 | – | 243 | – | 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% |