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 | $5,275,181 | -2.9% | 77,100 | +0.0% | 0.14% | 0.0% |
| Q2 2023 | $5,432,529 | +12.4% | 77,079 | +1.9% | 0.14% | +4.6% |
| Q1 2023 | $4,831,166 | +14.8% | 75,617 | +5.2% | 0.13% | +7.4% |
| Q4 2022 | $4,206,630 | +15.3% | 71,908 | +14.0% | 0.12% | -8.3% |
| Q3 2022 | $3,648,000 | +11.0% | 63,062 | +15.8% | 0.13% | +12.8% |
| Q2 2022 | $3,286,000 | -20.8% | 54,440 | +0.2% | 0.12% | -10.7% |
| Q1 2022 | $4,151,000 | +0.9% | 54,345 | +10.6% | 0.13% | +2.3% |
| Q4 2021 | $4,112,000 | +13.9% | 49,143 | +0.6% | 0.13% | +0.8% |
| Q3 2021 | $3,611,000 | +3.3% | 48,858 | +1.7% | 0.13% | -9.9% |
| Q2 2021 | $3,494,000 | +12.0% | 48,044 | +0.2% | 0.14% | 0.0% |
| Q1 2021 | $3,120,000 | -11.6% | 47,925 | -12.6% | 0.14% | -19.0% |
| Q4 2020 | $3,528,000 | +8.3% | 54,828 | +288.8% | 0.17% | -1.7% |
| Q3 2020 | $3,259,000 | +8.7% | 14,102 | -2.4% | 0.18% | +3.5% |
| Q2 2020 | $2,997,000 | +23.0% | 14,445 | -2.1% | 0.17% | +1.8% |
| Q1 2020 | $2,436,000 | -9.9% | 14,762 | +5.7% | 0.17% | 0.0% |
| Q4 2019 | $2,704,000 | +26.8% | 13,962 | +17.9% | 0.17% | +9.8% |
| Q3 2019 | $2,133,000 | +12.0% | 11,847 | +11.5% | 0.15% | +7.0% |
| Q2 2019 | $1,905,000 | +7.6% | 10,627 | +3.5% | 0.14% | 0.0% |
| Q1 2019 | $1,770,000 | +38.7% | 10,265 | +21.2% | 0.14% | +18.2% |
| Q4 2018 | $1,276,000 | +1.0% | 8,471 | +18.8% | 0.12% | +14.2% |
| Q3 2018 | $1,263,000 | +22.4% | 7,129 | +12.3% | 0.11% | +8.2% |
| Q2 2018 | $1,032,000 | +8.2% | 6,348 | +3.2% | 0.10% | +1.0% |
| Q1 2018 | $954,000 | +5.8% | 6,151 | +4.2% | 0.10% | +2.1% |
| Q4 2017 | $902,000 | +4.9% | 5,902 | -1.6% | 0.10% | -13.6% |
| Q3 2017 | $860,000 | -1.6% | 5,995 | -6.1% | 0.11% | -11.3% |
| Q2 2017 | $874,000 | +3.1% | 6,384 | -0.9% | 0.12% | -25.7% |
| Q1 2017 | $848,000 | -8.2% | 6,444 | -15.1% | 0.17% | -16.5% |
| Q4 2016 | $924,000 | -2.5% | 7,589 | -3.6% | 0.20% | -6.1% |
| Q3 2016 | $948,000 | +0.1% | 7,873 | 0.0% | 0.21% | -2.3% |
| Q2 2016 | $947,000 | +10.4% | 7,873 | +6.3% | 0.22% | -0.9% |
| Q1 2016 | $858,000 | +6.2% | 7,404 | +6.1% | 0.22% | -12.7% |
| Q4 2015 | $808,000 | +7.4% | 6,979 | +0.0% | 0.25% | +6.8% |
| Q3 2015 | $752,000 | -8.7% | 6,977 | -3.6% | 0.24% | -9.6% |
| Q2 2015 | $824,000 | -0.5% | 7,237 | -0.4% | 0.26% | -5.8% |
| Q1 2015 | $828,000 | -15.3% | 7,267 | -17.1% | 0.28% | -18.8% |
| Q4 2014 | $978,000 | +4.7% | 8,767 | +0.3% | 0.34% | -4.2% |
| Q3 2014 | $934,000 | -0.1% | 8,744 | -1.6% | 0.36% | -4.3% |
| Q2 2014 | $935,000 | +5.2% | 8,884 | -0.3% | 0.37% | -6.5% |
| Q1 2014 | $889,000 | -3.6% | 8,909 | -4.6% | 0.40% | -5.5% |
| Q4 2013 | $922,000 | +10.6% | 9,336 | 0.0% | 0.42% | +1.4% |
| Q3 2013 | $834,000 | +6.0% | 9,336 | -0.3% | 0.42% | +1.5% |
| Q2 2013 | $787,000 | – | 9,366 | – | 0.41% | – |
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% |