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 | $1,221,608 | -4.5% | 17,855 | -1.7% | 0.03% | -2.9% |
| Q2 2023 | $1,279,543 | +8.5% | 18,155 | -1.6% | 0.04% | -7.9% |
| Q1 2023 | $1,178,815 | +21.9% | 18,451 | +11.6% | 0.04% | +8.6% |
| Q4 2022 | $967,298 | -8.5% | 16,535 | -9.5% | 0.04% | -14.6% |
| Q3 2022 | $1,057,000 | -49.2% | 18,279 | -47.0% | 0.04% | -46.1% |
| Q2 2022 | $2,081,000 | +64.8% | 34,485 | +108.5% | 0.08% | +90.0% |
| Q1 2022 | $1,263,000 | -16.3% | 16,536 | -8.3% | 0.04% | -13.0% |
| Q4 2021 | $1,509,000 | +14.5% | 18,035 | +1.2% | 0.05% | +2.2% |
| Q3 2021 | $1,318,000 | +1.2% | 17,829 | -0.5% | 0.04% | 0.0% |
| Q2 2021 | $1,303,000 | +12.2% | 17,918 | +0.5% | 0.04% | -11.8% |
| Q1 2021 | $1,161,000 | -50.1% | 17,826 | -51.1% | 0.05% | -7.3% |
| Q4 2020 | $2,328,000 | +88.2% | 36,464 | +581.1% | 0.06% | -19.1% |
| Q3 2020 | $1,237,000 | -44.7% | 5,354 | -50.3% | 0.07% | +1.5% |
| Q2 2020 | $2,238,000 | +57.4% | 10,782 | +25.1% | 0.07% | +24.1% |
| Q1 2020 | $1,422,000 | +46.0% | 8,618 | +71.4% | 0.05% | -10.0% |
| Q4 2019 | $974,000 | – | 5,028 | – | 0.06% | – |
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% |