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 | $137,453,555 | -1.6% | 2,008,967 | +1.3% | 0.12% | 0.0% |
| Q2 2023 | $139,721,136 | +10.5% | 1,982,422 | +0.2% | 0.12% | +4.5% |
| Q1 2023 | $126,460,903 | +7.6% | 1,979,354 | -1.4% | 0.11% | +1.9% |
| Q4 2022 | $117,475,043 | -2.4% | 2,008,118 | -3.5% | 0.11% | -11.5% |
| Q3 2022 | $120,414,000 | -4.1% | 2,081,480 | +0.0% | 0.12% | -0.8% |
| Q2 2022 | $125,574,000 | -25.9% | 2,080,761 | -6.3% | 0.12% | -14.0% |
| Q1 2022 | $169,561,000 | -14.9% | 2,219,971 | -6.8% | 0.14% | -11.2% |
| Q4 2021 | $199,360,000 | +15.0% | 2,382,697 | +1.6% | 0.16% | +3.2% |
| Q3 2021 | $173,283,000 | -0.7% | 2,344,511 | -2.2% | 0.16% | -1.9% |
| Q2 2021 | $174,438,000 | +10.7% | 2,398,434 | -0.9% | 0.16% | 0.0% |
| Q1 2021 | $157,595,000 | -1.9% | 2,420,441 | -3.8% | 0.16% | -9.7% |
| Q4 2020 | $160,570,000 | +12.1% | 2,515,975 | +305.8% | 0.18% | -1.7% |
| Q3 2020 | $143,286,000 | +8.2% | 620,067 | -2.8% | 0.18% | +1.1% |
| Q2 2020 | $132,381,000 | +32.1% | 638,012 | +5.0% | 0.18% | +11.3% |
| Q1 2020 | $100,249,000 | -23.4% | 607,387 | -10.1% | 0.16% | -4.2% |
| Q4 2019 | $130,820,000 | +7.9% | 675,583 | +0.3% | 0.17% | -1.8% |
| Q3 2019 | $121,264,000 | +3.1% | 673,563 | +2.7% | 0.17% | 0.0% |
| Q2 2019 | $117,610,000 | +6.4% | 656,141 | +2.3% | 0.17% | +0.6% |
| Q1 2019 | $110,524,000 | +9.9% | 641,232 | -3.9% | 0.17% | -4.0% |
| Q4 2018 | $100,566,000 | -4.1% | 667,440 | +12.8% | 0.18% | +8.0% |
| Q3 2018 | $104,869,000 | +8.7% | 591,898 | -0.2% | 0.16% | 0.0% |
| Q2 2018 | $96,487,000 | +24.7% | 593,357 | +18.9% | 0.16% | +16.5% |
| Q1 2018 | $77,376,000 | -6.7% | 498,967 | -8.1% | 0.14% | -8.6% |
| Q4 2017 | $82,942,000 | +14.0% | 542,921 | +7.0% | 0.15% | +4.1% |
| Q3 2017 | $72,739,000 | +4.8% | 507,174 | +0.0% | 0.15% | -2.7% |
| Q2 2017 | $69,400,000 | +2.1% | 507,110 | -1.9% | 0.15% | -5.1% |
| Q1 2017 | $67,994,000 | +16.4% | 516,970 | +7.8% | 0.16% | +6.0% |
| Q4 2016 | $58,413,000 | +11.3% | 479,604 | +11.2% | 0.15% | +4.2% |
| Q3 2016 | $52,485,000 | +9.5% | 431,391 | +4.9% | 0.14% | -4.7% |
| Q2 2016 | $47,941,000 | +0.8% | 411,226 | +0.2% | 0.15% | -6.8% |
| Q1 2016 | $47,561,000 | -4.6% | 410,398 | -4.7% | 0.16% | -9.6% |
| Q4 2015 | $49,844,000 | +42.8% | 430,428 | +32.9% | 0.18% | +25.4% |
| Q3 2015 | $34,907,000 | -14.8% | 323,807 | -10.0% | 0.14% | -9.6% |
| Q2 2015 | $40,963,000 | +4.6% | 359,769 | +4.7% | 0.16% | -8.7% |
| Q1 2015 | $39,171,000 | +23.6% | 343,751 | +21.1% | 0.17% | +11.0% |
| Q4 2014 | $31,688,000 | +29.1% | 283,943 | +23.6% | 0.16% | +9.9% |
| Q3 2014 | $24,541,000 | +9.0% | 229,738 | +7.3% | 0.14% | +1.4% |
| Q2 2014 | $22,520,000 | -10.1% | 214,087 | -14.7% | 0.14% | -19.2% |
| Q1 2014 | $25,051,000 | +45.8% | 250,908 | +44.2% | 0.17% | +33.3% |
| Q4 2013 | $17,177,000 | +18.7% | 173,949 | +7.4% | 0.13% | +3.2% |
| Q3 2013 | $14,469,000 | +58.6% | 161,916 | +49.1% | 0.12% | +45.3% |
| Q2 2013 | $9,122,000 | – | 108,579 | – | 0.09% | – |
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% |