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 | $21,796 | -6.1% | 318,562 | -3.3% | 0.33% | -0.6% |
| Q2 2023 | $23,209 | +9.5% | 329,298 | -0.7% | 0.33% | +4.8% |
| Q1 2023 | $21,187 | +5.9% | 331,612 | -3.0% | 0.31% | +11.7% |
| Q4 2022 | $20,001 | -99.9% | 341,889 | +4.0% | 0.28% | -16.4% |
| Q3 2022 | $19,025,000 | +100.2% | 328,865 | +108.9% | 0.34% | +104.9% |
| Q2 2022 | $9,503,000 | -62.8% | 157,460 | -52.9% | 0.16% | -57.0% |
| Q1 2022 | $25,540,000 | -10.2% | 334,376 | -1.6% | 0.38% | -23.6% |
| Q4 2021 | $28,428,000 | +10.2% | 339,761 | -2.7% | 0.50% | +0.8% |
| Q3 2021 | $25,797,000 | +0.3% | 349,034 | -1.3% | 0.50% | -3.1% |
| Q2 2021 | $25,726,000 | +9.8% | 353,717 | -1.7% | 0.51% | +3.9% |
| Q1 2021 | $23,432,000 | -1.0% | 359,885 | -2.9% | 0.49% | -9.9% |
| Q4 2020 | $23,662,000 | +8.3% | 370,756 | +292.2% | 0.55% | -4.0% |
| Q3 2020 | $21,842,000 | +129.5% | 94,521 | +106.0% | 0.57% | +106.2% |
| Q2 2020 | $9,518,000 | -41.1% | 45,873 | -53.1% | 0.28% | -47.4% |
| Q1 2020 | $16,157,000 | +66.7% | 97,891 | +95.5% | 0.52% | +114.3% |
| Q4 2019 | $9,694,000 | -47.8% | 50,060 | -51.5% | 0.24% | -58.5% |
| Q3 2019 | $18,581,000 | -1.0% | 103,212 | -1.4% | 0.59% | -0.5% |
| Q2 2019 | $18,761,000 | +106.9% | 104,668 | +98.9% | 0.59% | +56.3% |
| Q1 2019 | $9,069,000 | +12.8% | 52,618 | -1.4% | 0.38% | -2.3% |
| Q4 2018 | $8,042,000 | -1.3% | 53,378 | +16.0% | 0.39% | -4.4% |
| Q3 2018 | $8,150,000 | +4.2% | 46,003 | -4.4% | 0.41% | -0.2% |
| Q2 2018 | $7,821,000 | +2.3% | 48,096 | -2.4% | 0.41% | -1.9% |
| Q1 2018 | $7,645,000 | -1.7% | 49,301 | -3.1% | 0.42% | -14.6% |
| Q4 2017 | $7,775,000 | +8.0% | 50,895 | +1.4% | 0.49% | -1.0% |
| Q3 2017 | $7,199,000 | +2.0% | 50,192 | -2.7% | 0.49% | -2.2% |
| Q2 2017 | $7,056,000 | +16.9% | 51,559 | +12.4% | 0.50% | -11.6% |
| Q1 2017 | $6,034,000 | +4.1% | 45,881 | -3.6% | 0.57% | -8.5% |
| Q4 2016 | $5,795,000 | +13.6% | 47,580 | +13.5% | 0.62% | +9.7% |
| Q3 2016 | $5,099,000 | +1.8% | 41,913 | -2.5% | 0.57% | +2.9% |
| Q2 2016 | $5,010,000 | -2.7% | 42,973 | -3.3% | 0.55% | -7.4% |
| Q1 2016 | $5,149,000 | -1.4% | 44,426 | -1.5% | 0.60% | +24.7% |
| Q4 2015 | $5,224,000 | +12.6% | 45,112 | +4.8% | 0.48% | -11.5% |
| Q3 2015 | $4,640,000 | +2.4% | 43,042 | +8.1% | 0.54% | +12.8% |
| Q2 2015 | $4,532,000 | -1.9% | 39,800 | -1.8% | 0.48% | -6.3% |
| Q1 2015 | $4,620,000 | -0.1% | 40,546 | -2.2% | 0.51% | +5.4% |
| Q4 2014 | $4,626,000 | +12.7% | 41,452 | +7.8% | 0.48% | +5.2% |
| Q3 2014 | $4,106,000 | -15.8% | 38,437 | -17.1% | 0.46% | -29.3% |
| Q2 2014 | $4,875,000 | -12.6% | 46,341 | -17.0% | 0.65% | -13.4% |
| Q1 2014 | $5,577,000 | +2.7% | 55,860 | +1.6% | 0.75% | -0.7% |
| Q4 2013 | $5,429,000 | +28.5% | 54,974 | +16.3% | 0.76% | -8.9% |
| Q3 2013 | $4,224,000 | +8.3% | 47,276 | +1.8% | 0.83% | +6.8% |
| Q2 2013 | $3,899,000 | – | 46,422 | – | 0.78% | – |
Download | ||||||
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% |