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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,774,000 | +24.8% | 8,558 | -0.7% | 0.86% | +60.0% |
| Q1 2020 | $1,421,000 | -15.0% | 8,622 | -0.1% | 0.54% | +19.1% |
| Q4 2019 | $1,672,000 | +7.4% | 8,629 | 0.0% | 0.45% | +9.2% |
| Q3 2019 | $1,557,000 | +0.8% | 8,629 | 0.0% | 0.41% | +6.7% |
| Q2 2019 | $1,545,000 | -18.7% | 8,629 | -21.7% | 0.39% | -17.1% |
| Q1 2019 | $1,900,000 | +14.5% | 11,019 | 0.0% | 0.47% | +21.0% |
| Q4 2018 | $1,660,000 | – | 11,019 | – | 0.39% | – |
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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% |