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 | $1,449,653 | +24.6% | 21,092 | +27.8% | 0.65% | +27.1% |
| Q2 2023 | $1,163,790 | +37.4% | 16,510 | +24.5% | 0.51% | +26.0% |
| Q1 2023 | $846,926 | +23.3% | 13,256 | +13.7% | 0.41% | +10.3% |
| Q4 2022 | $686,775 | +10.4% | 11,662 | +8.4% | 0.37% | -0.5% |
| Q3 2022 | $622,000 | -29.4% | 10,758 | -22.6% | 0.37% | -24.4% |
| Q2 2022 | $881,000 | -17.7% | 13,894 | -2.3% | 0.49% | -7.9% |
| Q1 2022 | $1,070,000 | -4.5% | 14,225 | +6.2% | 0.53% | -10.4% |
| Q4 2021 | $1,121,000 | +20.3% | 13,394 | +7.4% | 0.60% | +7.6% |
| Q3 2021 | $932,000 | +8.8% | 12,473 | +8.5% | 0.55% | +7.4% |
| Q2 2021 | $857,000 | +25.7% | 11,493 | +11.3% | 0.52% | +12.2% |
| Q1 2021 | $682,000 | +8.8% | 10,328 | +5.2% | 0.46% | -1.9% |
| Q4 2020 | $627,000 | +42.2% | 9,817 | +419.4% | 0.47% | +30.7% |
| Q3 2020 | $441,000 | +27.8% | 1,890 | +13.6% | 0.36% | +13.7% |
| Q2 2020 | $345,000 | – | 1,664 | – | 0.32% | – |
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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% |