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 | $739,000 | +25.7% | 3,566 | 0.0% | 0.35% | +9.3% |
| Q1 2020 | $588,000 | -57.4% | 3,566 | -50.0% | 0.32% | +22.3% |
| Q4 2019 | $1,380,000 | +115.3% | 7,132 | +100.0% | 0.26% | +0.4% |
| Q3 2019 | $641,000 | -5.7% | 3,566 | -6.1% | 0.26% | -13.5% |
| Q2 2019 | $680,000 | +4.0% | 3,797 | 0.0% | 0.30% | +1.3% |
| Q1 2019 | $654,000 | -48.7% | 3,797 | -55.2% | 0.30% | -12.8% |
| Q4 2018 | $1,276,000 | -28.3% | 8,474 | -15.7% | 0.34% | -22.2% |
| Q3 2018 | $1,780,000 | +8.5% | 10,048 | -0.5% | 0.44% | +6.5% |
| Q2 2018 | $1,640,000 | +95.5% | 10,096 | +86.5% | 0.42% | -5.0% |
| Q1 2018 | $839,000 | -71.5% | 5,412 | -73.6% | 0.44% | -75.5% |
| Q3 2017 | $2,942,000 | +5.0% | 20,520 | +0.3% | 1.78% | +8.8% |
| Q2 2017 | $2,801,000 | -99.9% | 20,468 | 0.0% | 1.64% | +13.8% |
| Q1 2017 | $2,675,421,000 | +5.9% | 20,468 | -1.4% | 1.44% | -0.1% |
| Q4 2016 | $2,527,163,000 | -49.4% | 20,750 | -49.5% | 1.44% | -2.3% |
| Q3 2016 | $4,995,664,000 | +6.0% | 41,062 | +1.6% | 1.48% | -9.0% |
| Q2 2016 | $4,711,290,000 | +3.2% | 40,412 | +2.6% | 1.62% | +8.2% |
| Q1 2016 | $4,563,516,000 | +16.0% | 39,378 | +15.9% | 1.50% | +11.0% |
| Q4 2015 | $3,934,652,000 | +114.8% | 33,978 | +100.0% | 1.35% | +0.9% |
| Q3 2015 | $1,831,414,000 | -5.3% | 16,989 | 0.0% | 1.34% | +4.6% |
| Q2 2015 | $1,934,367,000 | -50.0% | 16,989 | -50.0% | 1.28% | +0.9% |
| Q1 2015 | $3,871,792,000 | – | 33,978 | – | 1.27% | – |
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% |