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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $305,000 | +21.0% | 1,472 | -3.6% | 0.13% | -0.8% |
| Q1 2020 | $252,000 | -14.6% | 1,527 | 0.0% | 0.13% | +5.8% |
| Q4 2019 | $295,000 | +7.3% | 1,527 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $275,000 | -25.3% | 1,527 | -25.7% | 0.12% | -26.2% |
| Q2 2019 | $368,000 | +3.4% | 2,054 | -0.5% | 0.16% | +0.6% |
| Q1 2019 | $356,000 | +4.1% | 2,064 | -9.0% | 0.16% | -8.9% |
| Q4 2018 | $342,000 | -13.4% | 2,267 | -6.8% | 0.18% | -9.6% |
| Q2 2018 | $395,000 | +0.3% | 2,432 | -4.5% | 0.20% | -1.5% |
| Q1 2018 | $394,000 | +86.7% | 2,546 | +90.4% | 0.20% | +7.5% |
| Q4 2017 | $211,000 | – | 1,337 | – | 0.19% | – |
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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% |