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 | $11,278,000 | +267.0% | 48,804 | +229.6% | 0.40% | +80.9% |
| Q2 2020 | $3,073,000 | +45.6% | 14,808 | +15.9% | 0.22% | +19.6% |
| Q1 2020 | $2,110,000 | +3.9% | 12,782 | +21.9% | 0.18% | +35.3% |
| Q4 2019 | $2,031,000 | -17.3% | 10,488 | -23.1% | 0.14% | -24.4% |
| Q3 2019 | $2,457,000 | -6.3% | 13,645 | -6.8% | 0.18% | -8.2% |
| Q2 2019 | $2,623,000 | -6.1% | 14,635 | -9.7% | 0.20% | -7.1% |
| Q1 2019 | $2,792,000 | +3.8% | 16,199 | -9.2% | 0.21% | -11.7% |
| Q4 2018 | $2,689,000 | -15.2% | 17,845 | -0.3% | 0.24% | -8.4% |
| Q3 2018 | $3,172,000 | +8.2% | 17,902 | -0.7% | 0.26% | -1.9% |
| Q2 2018 | $2,931,000 | +3.8% | 18,022 | -1.1% | 0.27% | 0.0% |
| Q1 2018 | $2,825,000 | +0.1% | 18,217 | -1.4% | 0.27% | -3.3% |
| Q4 2017 | $2,823,000 | +9.4% | 18,477 | +2.7% | 0.28% | -2.1% |
| Q3 2017 | $2,581,000 | +10.3% | 17,996 | +5.3% | 0.28% | +1.4% |
| Q2 2017 | $2,339,000 | +133.2% | 17,088 | +124.0% | 0.28% | +93.7% |
| Q1 2017 | $1,003,000 | -11.2% | 7,628 | -17.8% | 0.14% | -15.4% |
| Q4 2016 | $1,130,000 | -6.7% | 9,281 | -6.8% | 0.17% | -10.6% |
| Q3 2016 | $1,211,000 | -1.9% | 9,956 | -5.9% | 0.19% | -8.3% |
| Q2 2016 | $1,234,000 | -4.0% | 10,581 | -4.6% | 0.21% | -9.3% |
| Q1 2016 | $1,285,000 | -16.9% | 11,091 | -17.0% | 0.23% | -21.2% |
| Q4 2015 | $1,547,000 | – | 13,358 | – | 0.29% | – |
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% |