ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $594,255 | -15.5% | 8,685 | -12.9% | 0.52% | -7.2% |
| Q2 2023 | $702,996 | +7.0% | 9,974 | -3.0% | 0.56% | -4.0% |
| Q1 2023 | $657,038 | +9.9% | 10,284 | +0.6% | 0.58% | +63.6% |
| Q4 2022 | $597,753 | -40.6% | 10,218 | -41.2% | 0.35% | -29.8% |
| Q3 2022 | $1,006,000 | -11.0% | 17,388 | -7.2% | 0.50% | +2.0% |
| Q2 2022 | $1,130,000 | -21.0% | 18,730 | 0.0% | 0.49% | -8.9% |
| Q1 2022 | $1,431,000 | -8.7% | 18,730 | +0.0% | 0.54% | -4.1% |
| Q4 2021 | $1,567,000 | +13.2% | 18,729 | +0.0% | 0.56% | +11.2% |
| Q3 2021 | $1,384,000 | +1.6% | 18,728 | 0.0% | 0.51% | +4.7% |
| Q2 2021 | $1,362,000 | +19.6% | 18,728 | +7.1% | 0.48% | +10.2% |
| Q1 2021 | $1,139,000 | -7.2% | 17,492 | -9.0% | 0.44% | -2.9% |
| Q4 2020 | $1,227,000 | +10.4% | 19,232 | +300.0% | 0.45% | -1.9% |
| Q3 2020 | $1,111,000 | +11.3% | 4,808 | 0.0% | 0.46% | +3.6% |
| Q2 2020 | $998,000 | +25.7% | 4,808 | 0.0% | 0.45% | -65.2% |
| Q1 2020 | $794,000 | -49.7% | 4,808 | -41.0% | 1.28% | +7.5% |
| Q4 2019 | $1,579,000 | +7.6% | 8,153 | 0.0% | 1.19% | +11.1% |
| Q3 2019 | $1,468,000 | -6.6% | 8,153 | -7.1% | 1.07% | -3.3% |
| Q2 2019 | $1,572,000 | -40.0% | 8,773 | -42.3% | 1.11% | -32.0% |
| Q1 2019 | $2,622,000 | -2.5% | 15,213 | -14.7% | 1.64% | -11.3% |
| Q4 2018 | $2,689,000 | -23.3% | 17,844 | -9.8% | 1.84% | +2.3% |
| Q3 2018 | $3,504,000 | +212.9% | 19,777 | +187.2% | 1.80% | +164.0% |
| Q2 2018 | $1,120,000 | -26.0% | 6,887 | -29.4% | 0.68% | -25.7% |
| Q1 2018 | $1,513,000 | -25.4% | 9,754 | -26.5% | 0.92% | -27.1% |
| Q4 2017 | $2,028,000 | – | 13,273 | – | 1.26% | – |
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% |