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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,742 | +2.5% | 262,042 | -6.1% | 0.29% | -9.9% |
| Q4 2022 | $16,330 | -99.9% | 279,151 | +12.2% | 0.32% | -3.0% |
| Q3 2022 | $14,398,000 | -4.9% | 248,882 | -0.7% | 0.33% | -0.6% |
| Q2 2022 | $15,133,000 | -20.8% | 250,753 | +0.3% | 0.34% | -8.0% |
| Q1 2022 | $19,103,000 | +19.8% | 250,105 | +0.1% | 0.36% | -2.9% |
| Q4 2021 | $15,943,000 | -14.0% | 249,817 | -0.4% | 0.38% | +1.6% |
| Q3 2021 | $18,547,000 | +2.0% | 250,941 | +0.4% | 0.37% | +3.1% |
| Q2 2021 | $18,187,000 | +11.7% | 250,062 | +0.0% | 0.36% | -5.8% |
| Q1 2021 | $16,281,000 | +2.1% | 250,058 | +0.1% | 0.38% | -2.1% |
| Q4 2020 | $15,943,000 | +10.4% | 249,817 | +299.7% | 0.39% | -4.0% |
| Q3 2020 | $14,444,000 | +12.2% | 62,506 | +0.7% | 0.40% | +1.5% |
| Q2 2020 | $12,875,000 | +59.6% | 62,051 | +27.0% | 0.40% | +36.8% |
| Q1 2020 | $8,065,000 | – | 48,865 | – | 0.29% | – |
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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% |