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 2023 | $719,157 | +3195.4% | 10,511 | +3290.6% | 0.06% | +2750.0% |
| Q2 2023 | $21,823 | +80.1% | 310 | +63.2% | 0.00% | +100.0% |
| Q1 2023 | $12,115 | -94.7% | 190 | -94.5% | 0.00% | -95.5% |
| Q1 2021 | $227,000 | +2.3% | 3,482 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $222,000 | -21.8% | 3,482 | +183.1% | 0.02% | -30.3% |
| Q3 2020 | $284,000 | -47.7% | 1,230 | -66.8% | 0.03% | -62.5% |
| Q4 2018 | $543,000 | +0.7% | 3,709 | +22.3% | 0.09% | -7.4% |
| Q3 2018 | $539,000 | +3.3% | 3,032 | 0.0% | 0.10% | -2.1% |
| Q2 2018 | $522,000 | +67.8% | 3,032 | +51.0% | 0.10% | +61.7% |
| Q1 2018 | $311,000 | -1.6% | 2,008 | -2.9% | 0.06% | -1.6% |
| Q4 2017 | $316,000 | -44.5% | 2,069 | -47.7% | 0.06% | -49.2% |
| Q3 2017 | $569,000 | +23.2% | 3,954 | +17.1% | 0.12% | +14.3% |
| Q2 2017 | $462,000 | -10.3% | 3,376 | -14.2% | 0.10% | -11.8% |
| Q1 2017 | $515,000 | – | 3,936 | – | 0.12% | – |
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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% |