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 2020 | $125,000 | +11.6% | 540 | 0.0% | 0.02% | +11.1% |
| Q2 2020 | $112,000 | -65.0% | 540 | -72.1% | 0.02% | -68.4% |
| Q1 2020 | $320,000 | +156.0% | 1,938 | +201.4% | 0.06% | +171.4% |
| Q4 2019 | $125,000 | +28.9% | 643 | +19.1% | 0.02% | +23.5% |
| Q3 2019 | $97,000 | 0.0% | 540 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $97,000 | +4.3% | 540 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $93,000 | +14.8% | 540 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $81,000 | -15.6% | 540 | 0.0% | 0.02% | -22.7% |
| Q3 2018 | $96,000 | – | 540 | – | 0.02% | – |
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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% |