ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,381 | -2.9% | 2,987 | 0.0% | 0.11% | +1.0% |
| Q2 2023 | $210,535 | +3.5% | 2,987 | -6.2% | 0.10% | -2.8% |
| Q1 2023 | $203,472 | -25.4% | 3,185 | -31.7% | 0.11% | -29.9% |
| Q4 2022 | $272,616 | +1.0% | 4,660 | -0.1% | 0.15% | -9.4% |
| Q3 2022 | $270,000 | -6.6% | 4,665 | -2.4% | 0.17% | +0.6% |
| Q2 2022 | $289,000 | -42.2% | 4,781 | -27.0% | 0.17% | -38.3% |
| Q1 2022 | $500,000 | -7.4% | 6,546 | +1.5% | 0.27% | +1.1% |
| Q4 2021 | $540,000 | +13.4% | 6,452 | +0.1% | 0.27% | +3.0% |
| Q3 2021 | $476,000 | +1.7% | 6,446 | +0.1% | 0.26% | +2.3% |
| Q2 2021 | $468,000 | +11.7% | 6,438 | +0.1% | 0.26% | +8.4% |
| Q1 2021 | $419,000 | -7.9% | 6,432 | -9.8% | 0.24% | -25.0% |
| Q4 2020 | $455,000 | +47.2% | 7,132 | +432.6% | 0.32% | +13.3% |
| Q3 2020 | $309,000 | +23.1% | 1,339 | +10.4% | 0.28% | +9.0% |
| Q2 2020 | $251,000 | +17.3% | 1,213 | -6.5% | 0.26% | -5.9% |
| Q1 2020 | $214,000 | +5.9% | 1,298 | +24.2% | 0.27% | +94.3% |
| Q4 2019 | $202,000 | +8.0% | 1,045 | +0.8% | 0.14% | +14.8% |
| Q3 2019 | $187,000 | +0.5% | 1,037 | +0.2% | 0.12% | -2.4% |
| Q2 2019 | $186,000 | – | 1,035 | – | 0.12% | – |
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% |