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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $266,000 | -6.0% | 3,477 | +2.7% | 0.05% | +6.1% |
| Q4 2021 | $283,000 | +13.2% | 3,384 | 0.0% | 0.05% | -9.3% |
| Q3 2021 | $250,000 | -4.2% | 3,384 | -5.9% | 0.05% | -6.9% |
| Q2 2021 | $261,000 | +11.5% | 3,595 | +0.0% | 0.06% | -24.7% |
| Q1 2021 | $234,000 | +2.2% | 3,594 | 0.0% | 0.08% | +16.7% |
| Q4 2020 | $229,000 | +10.1% | 3,594 | +300.2% | 0.07% | -5.7% |
| Q3 2020 | $208,000 | +18.9% | 898 | -15.4% | 0.07% | -9.1% |
| Q1 2020 | $175,000 | +8.0% | 1,061 | +18.2% | 0.08% | +45.3% |
| Q3 2019 | $162,000 | +1.2% | 898 | +0.1% | 0.05% | +3.9% |
| Q2 2019 | $160,000 | +3.2% | 897 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $155,000 | – | 897 | – | 0.05% | – |
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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% |