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 | $1,130,907 | -2.6% | 16,529 | +0.4% | 0.33% | +0.6% |
| Q2 2023 | $1,160,897 | +8.2% | 16,471 | -1.9% | 0.33% | +1.5% |
| Q1 2023 | $1,072,840 | -13.2% | 16,792 | -20.5% | 0.32% | -16.7% |
| Q4 2022 | $1,235,565 | +0.8% | 21,121 | -0.3% | 0.39% | -12.0% |
| Q3 2022 | $1,226,000 | -4.7% | 21,189 | -0.6% | 0.44% | -0.9% |
| Q2 2022 | $1,287,000 | -19.9% | 21,319 | +1.3% | 0.45% | -12.0% |
| Q1 2022 | $1,607,000 | -9.8% | 21,037 | -1.2% | 0.51% | -7.3% |
| Q4 2021 | $1,781,000 | +14.5% | 21,289 | +1.2% | 0.55% | +1.7% |
| Q3 2021 | $1,555,000 | -67.4% | 21,037 | -68.0% | 0.54% | -56.9% |
| Q2 2021 | $4,776,000 | +266.3% | 65,672 | +228.0% | 1.25% | +144.5% |
| Q1 2021 | $1,304,000 | +0.4% | 20,021 | -1.6% | 0.51% | -11.6% |
| Q4 2020 | $1,299,000 | +10.5% | 20,354 | +300.0% | 0.58% | -8.1% |
| Q3 2020 | $1,176,000 | +2.8% | 5,088 | -7.8% | 0.63% | -7.8% |
| Q2 2020 | $1,144,000 | +18.9% | 5,516 | -5.4% | 0.68% | -8.1% |
| Q1 2020 | $962,000 | -16.7% | 5,828 | -2.3% | 0.74% | -2.0% |
| Q4 2019 | $1,155,000 | +1.3% | 5,967 | -5.7% | 0.76% | -6.3% |
| Q3 2019 | $1,140,000 | -24.8% | 6,331 | -25.1% | 0.81% | -27.3% |
| Q2 2019 | $1,515,000 | +5.1% | 8,454 | +1.1% | 1.11% | +6.7% |
| Q1 2019 | $1,441,000 | +5.9% | 8,362 | -7.4% | 1.04% | -12.5% |
| Q4 2018 | $1,361,000 | -8.5% | 9,031 | +7.6% | 1.19% | -0.2% |
| Q3 2018 | $1,487,000 | +13.7% | 8,393 | +4.3% | 1.19% | +2.4% |
| Q2 2018 | $1,308,000 | +7.2% | 8,044 | +2.2% | 1.16% | +3.0% |
| Q1 2018 | $1,220,000 | +0.8% | 7,869 | -0.7% | 1.13% | +1.1% |
| Q4 2017 | $1,210,000 | – | 7,923 | – | 1.12% | – |
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% |