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 2023 | $319,415 | +3.6% | 4,532 | -6.1% | 0.26% | +4.5% |
| Q1 2023 | $308,399 | +102018.9% | 4,827 | -6.6% | 0.25% | +8.8% |
| Q4 2022 | $302 | -99.9% | 5,169 | -12.3% | 0.23% | -14.4% |
| Q3 2022 | $341,000 | -10.3% | 5,892 | -6.4% | 0.26% | +1.9% |
| Q2 2022 | $380,000 | -29.1% | 6,293 | -10.4% | 0.26% | -20.1% |
| Q1 2022 | $536,000 | -9.8% | 7,023 | -1.2% | 0.32% | -9.7% |
| Q4 2021 | $594,000 | +6.8% | 7,105 | -5.6% | 0.36% | -3.8% |
| Q3 2021 | $556,000 | -0.7% | 7,523 | -2.4% | 0.37% | -2.4% |
| Q2 2021 | $560,000 | +7.9% | 7,705 | -3.3% | 0.38% | -3.5% |
| Q1 2021 | $519,000 | +2.6% | 7,970 | +0.6% | 0.40% | -9.0% |
| Q4 2020 | $506,000 | +7.9% | 7,926 | +290.3% | 0.44% | -2.7% |
| Q3 2020 | $469,000 | -1.1% | 2,031 | -11.0% | 0.45% | -12.7% |
| Q2 2020 | $474,000 | +61.2% | 2,283 | +28.1% | 0.51% | +38.0% |
| Q1 2020 | $294,000 | -25.8% | 1,782 | -12.9% | 0.37% | -5.4% |
| Q4 2019 | $396,000 | +5.3% | 2,045 | -2.2% | 0.39% | +8.9% |
| Q3 2019 | $376,000 | -0.8% | 2,090 | 0.0% | 0.36% | +1.4% |
| Q2 2019 | $379,000 | -0.5% | 2,090 | -5.4% | 0.36% | -2.5% |
| Q1 2019 | $381,000 | +4.4% | 2,209 | -2.2% | 0.36% | +2.0% |
| Q4 2018 | $365,000 | – | 2,258 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |