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 | $649,990 | -2.9% | 9,500 | 0.0% | 0.32% | -10.5% |
| Q2 2023 | $669,560 | +16.4% | 9,500 | +5.6% | 0.36% | +2.0% |
| Q1 2023 | $575,010 | +9.2% | 9,000 | 0.0% | 0.36% | -3.3% |
| Q4 2022 | $526,500 | +1.2% | 9,000 | 0.0% | 0.37% | -1.6% |
| Q3 2022 | $520,000 | -24.3% | 9,000 | 0.0% | 0.37% | -1.6% |
| Q1 2022 | $687,000 | +3.3% | 9,000 | 0.0% | 0.38% | +7.1% |
| Q4 2021 | $665,000 | 0.0% | 9,000 | 0.0% | 0.35% | +20.8% |
| Q3 2021 | $665,000 | +13.5% | 9,000 | 0.0% | 0.29% | -22.1% |
| Q1 2021 | $586,000 | +2.1% | 9,000 | 0.0% | 0.38% | -13.0% |
| Q4 2020 | $574,000 | +10.6% | 9,000 | +300.0% | 0.43% | +0.5% |
| Q3 2020 | $519,000 | +11.1% | 2,250 | 0.0% | 0.43% | -4.0% |
| Q2 2020 | $467,000 | +25.9% | 2,250 | 0.0% | 0.45% | +0.9% |
| Q1 2020 | $371,000 | -14.9% | 2,250 | 0.0% | 0.44% | +1.1% |
| Q4 2019 | $436,000 | – | 2,250 | – | 0.44% | – |
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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% |