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 | $332,602 | -5.4% | 4,861 | -2.5% | 0.09% | -4.4% |
| Q2 2023 | $351,426 | +12.0% | 4,986 | +1.5% | 0.09% | +5.9% |
| Q1 2023 | $313,764 | +7.1% | 4,911 | -2.0% | 0.08% | +10.4% |
| Q4 2022 | $293,012 | +1.1% | 5,009 | +0.0% | 0.08% | -7.2% |
| Q3 2022 | $289,746 | -4.1% | 5,008 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $302,255 | -28.5% | 5,008 | -9.5% | 0.08% | -19.2% |
| Q1 2022 | $422,627 | -20.2% | 5,533 | -12.6% | 0.10% | -23.5% |
| Q4 2021 | $529,890 | +20.8% | 6,333 | +6.7% | 0.14% | +8.8% |
| Q3 2021 | $438,508 | +1.6% | 5,933 | -0.0% | 0.12% | 0.0% |
| Q2 2021 | $431,580 | +7.6% | 5,934 | -3.6% | 0.12% | -3.8% |
| Q1 2021 | $400,947 | +1.9% | 6,158 | -0.1% | 0.13% | -6.5% |
| Q4 2020 | $393,514 | +11.2% | 6,166 | +302.7% | 0.14% | -2.8% |
| Q3 2020 | $353,783 | +11.3% | 1,531 | 0.0% | 0.14% | -2.7% |
| Q2 2020 | $318,000 | +28.7% | 1,531 | +2.3% | 0.15% | +12.2% |
| Q1 2020 | $247,000 | -14.2% | 1,497 | +0.5% | 0.13% | +4.8% |
| Q4 2019 | $288,000 | +5.5% | 1,489 | -1.7% | 0.12% | -2.3% |
| Q3 2019 | $273,000 | +0.4% | 1,515 | 0.0% | 0.13% | +9.4% |
| Q2 2019 | $272,000 | +5.4% | 1,515 | +1.2% | 0.12% | -14.0% |
| Q1 2019 | $258,000 | -48.3% | 1,497 | -54.8% | 0.14% | -55.8% |
| Q4 2018 | $499,000 | – | 3,315 | – | 0.31% | – |
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% |