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 | $1,819,426 | +8.2% | 26,592 | +11.4% | 0.33% | +15.5% |
| Q2 2023 | $1,682,148 | +2.2% | 23,867 | -7.4% | 0.28% | -9.6% |
| Q1 2023 | $1,646,696 | +6.0% | 25,774 | -3.0% | 0.31% | -4.0% |
| Q4 2022 | $1,553,749 | -6.5% | 26,560 | -7.5% | 0.33% | -12.3% |
| Q3 2022 | $1,662,000 | -5.6% | 28,723 | -1.5% | 0.37% | +7.8% |
| Q2 2022 | $1,760,000 | -17.3% | 29,165 | +4.7% | 0.35% | +0.6% |
| Q1 2022 | $2,127,000 | -11.9% | 27,854 | -3.5% | 0.34% | -12.5% |
| Q4 2021 | $2,414,000 | +23.8% | 28,855 | +9.4% | 0.39% | +14.9% |
| Q3 2021 | $1,950,000 | -8.9% | 26,378 | -10.4% | 0.34% | -9.0% |
| Q2 2021 | $2,141,000 | +10.2% | 29,443 | -1.3% | 0.38% | +1.9% |
| Q1 2021 | $1,942,000 | +4.0% | 29,824 | +1.9% | 0.37% | -0.5% |
| Q4 2020 | $1,868,000 | +4.6% | 29,276 | +279.0% | 0.37% | -8.8% |
| Q3 2020 | $1,785,000 | +13.9% | 7,724 | +2.3% | 0.41% | +6.0% |
| Q2 2020 | $1,567,000 | +493.6% | 7,553 | +454.6% | 0.38% | +540.0% |
| Q4 2019 | $264,000 | -88.7% | 1,362 | -89.5% | 0.06% | -89.8% |
| Q3 2019 | $2,338,000 | -6.7% | 12,987 | -15.7% | 0.59% | -26.3% |
| Q2 2018 | $2,507,000 | +0.4% | 15,406 | -3.6% | 0.80% | +8.6% |
| Q1 2018 | $2,497,000 | +90.2% | 15,980 | +87.5% | 0.74% | +142.9% |
| Q4 2017 | $1,313,000 | -42.6% | 8,523 | -46.7% | 0.30% | -59.3% |
| Q3 2017 | $2,289,000 | +55.0% | 15,985 | +48.2% | 0.74% | +83.3% |
| Q2 2017 | $1,477,000 | – | 10,787 | – | 0.41% | – |
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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% |