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 | $17,832,680 | -5.4% | 260,635 | -2.5% | 0.03% | -3.0% |
| Q2 2023 | $18,845,900 | +9.4% | 267,393 | -0.8% | 0.03% | +3.1% |
| Q1 2023 | $17,221,660 | +8.0% | 269,553 | -1.1% | 0.03% | -8.6% |
| Q4 2022 | $15,947,270 | -3.8% | 272,602 | -4.9% | 0.04% | -5.4% |
| Q3 2022 | $16,583,000 | -5.4% | 286,650 | -1.3% | 0.04% | -2.6% |
| Q2 2022 | $17,527,000 | -22.7% | 290,444 | -2.2% | 0.04% | -17.4% |
| Q1 2022 | $22,685,000 | -11.4% | 296,913 | -3.0% | 0.05% | -4.2% |
| Q4 2021 | $25,617,000 | +8.4% | 306,113 | -4.3% | 0.05% | -4.0% |
| Q3 2021 | $23,640,000 | -3.3% | 319,724 | -4.9% | 0.05% | -7.4% |
| Q2 2021 | $24,446,000 | +7.2% | 336,159 | -5.9% | 0.05% | -5.3% |
| Q1 2021 | $22,808,000 | 0.0% | 357,324 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $22,808,000 | +6.4% | 357,324 | +285.0% | 0.06% | -4.8% |
| Q3 2020 | $21,443,000 | -0.6% | 92,822 | -10.7% | 0.06% | -7.5% |
| Q2 2020 | $21,583,000 | +14.2% | 103,949 | -9.2% | 0.07% | -2.9% |
| Q1 2020 | $18,899,000 | -23.4% | 114,514 | -10.1% | 0.07% | -6.8% |
| Q4 2019 | $24,665,000 | -48.5% | 127,340 | -2.0% | 0.07% | -39.3% |
| Q3 2019 | $47,856,000 | +97.8% | 129,912 | -3.7% | 0.12% | +54.4% |
| Q2 2019 | $24,196,000 | -1.1% | 134,969 | -4.9% | 0.08% | -3.7% |
| Q1 2019 | $24,468,000 | +12.0% | 141,990 | -2.0% | 0.08% | +5.1% |
| Q4 2018 | $21,837,000 | -24.3% | 144,884 | -11.0% | 0.08% | -25.7% |
| Q3 2018 | $28,845,000 | -10.8% | 162,797 | -18.1% | 0.10% | -4.5% |
| Q2 2018 | $32,332,000 | -1.0% | 198,833 | -5.6% | 0.11% | -12.0% |
| Q1 2018 | $32,674,000 | +12.0% | 210,699 | +10.3% | 0.12% | +23.8% |
| Q4 2017 | $29,171,000 | -12.8% | 190,951 | -18.1% | 0.10% | -15.1% |
| Q3 2017 | $33,450,000 | +25.4% | 233,232 | +19.7% | 0.12% | +12.3% |
| Q2 2017 | $26,670,000 | +0.4% | 194,889 | -3.5% | 0.11% | -8.6% |
| Q1 2017 | $26,571,000 | -6.9% | 202,031 | -13.7% | 0.12% | -15.9% |
| Q4 2016 | $28,525,000 | +21.3% | 234,219 | +21.2% | 0.14% | +16.0% |
| Q3 2016 | $23,519,000 | +9.2% | 193,323 | +4.6% | 0.12% | -7.8% |
| Q2 2016 | $21,545,000 | -2.5% | 184,805 | -3.1% | 0.13% | -5.8% |
| Q1 2016 | $22,093,000 | -20.7% | 190,632 | -20.8% | 0.14% | -19.4% |
| Q4 2015 | $27,858,000 | +309.4% | 240,569 | +281.2% | 0.17% | +174.2% |
| Q3 2015 | $6,804,000 | +1167.0% | 63,112 | +1237.4% | 0.06% | +1140.0% |
| Q2 2015 | $537,000 | +248.7% | 4,719 | +251.9% | 0.01% | +400.0% |
| Q1 2015 | $154,000 | +1440.0% | 1,341 | +1555.6% | 0.00% | – |
| Q4 2014 | $10,000 | – | 81 | – | 0.00% | – |
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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% |