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 | $2,276,081 | +29.2% | 33,266 | +33.1% | 0.10% | +32.9% |
| Q2 2023 | $1,761,996 | -1.2% | 25,000 | -10.4% | 0.08% | +2.6% |
| Q1 2023 | $1,782,882 | +12.6% | 27,905 | +3.1% | 0.08% | +1.3% |
| Q4 2022 | $1,584,000 | -1.4% | 27,077 | -2.5% | 0.08% | -17.4% |
| Q3 2022 | $1,607,000 | +2.7% | 27,771 | +7.1% | 0.09% | -3.2% |
| Q2 2022 | $1,564,000 | +35.6% | 25,919 | +71.7% | 0.10% | +35.7% |
| Q1 2022 | $1,153,000 | +58.8% | 15,096 | +74.1% | 0.07% | +62.8% |
| Q4 2021 | $726,000 | -1.0% | 8,672 | -12.6% | 0.04% | -10.4% |
| Q3 2021 | $733,000 | -1.2% | 9,922 | -2.8% | 0.05% | -4.0% |
| Q2 2021 | $742,000 | +13.5% | 10,207 | +1.5% | 0.05% | +6.4% |
| Q1 2021 | $654,000 | +6.2% | 10,052 | +4.2% | 0.05% | -14.5% |
| Q4 2020 | $616,000 | +15.6% | 9,649 | +318.1% | 0.06% | -5.2% |
| Q3 2020 | $533,000 | +40.3% | 2,308 | +26.0% | 0.06% | +23.4% |
| Q2 2020 | $380,000 | +20.6% | 1,832 | -4.1% | 0.05% | +2.2% |
| Q1 2020 | $315,000 | -16.7% | 1,911 | -2.1% | 0.05% | -4.2% |
| Q4 2019 | $378,000 | +38.5% | 1,951 | +28.9% | 0.05% | +20.0% |
| Q3 2019 | $273,000 | +3.4% | 1,514 | +2.8% | 0.04% | -4.8% |
| Q2 2019 | $264,000 | -11.7% | 1,473 | -15.1% | 0.04% | -17.6% |
| Q1 2019 | $299,000 | +10.3% | 1,734 | -3.4% | 0.05% | -3.8% |
| Q4 2018 | $271,000 | -28.3% | 1,795 | -16.0% | 0.05% | -23.2% |
| Q3 2018 | $378,000 | +2.7% | 2,136 | -5.5% | 0.07% | -4.2% |
| Q2 2018 | $368,000 | +39.4% | 2,261 | +32.8% | 0.07% | +20.0% |
| Q1 2018 | $264,000 | -1.1% | 1,703 | -2.6% | 0.06% | -13.0% |
| Q4 2017 | $267,000 | +22.5% | 1,748 | +15.2% | 0.07% | +6.2% |
| Q3 2017 | $218,000 | +3014.3% | 1,517 | +2270.3% | 0.06% | +1200.0% |
| Q2 2016 | $7,000 | – | 64 | – | 0.01% | – |
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% |