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 | $360,947,229 | -4.6% | 5,275,444 | -1.7% | 1.44% | +2.0% |
| Q2 2023 | $378,285,275 | +3.9% | 5,367,276 | -5.8% | 1.41% | +0.2% |
| Q1 2023 | $363,960,024 | -21.4% | 5,696,666 | -28.4% | 1.41% | +51.2% |
| Q4 2022 | $463,194,530 | +37.3% | 7,960,668 | +36.5% | 0.93% | -37.8% |
| Q3 2022 | $337,463,000 | +1.0% | 5,833,418 | -1.3% | 1.50% | -4.8% |
| Q2 2022 | $334,167,000 | -21.2% | 5,907,392 | +6.5% | 1.57% | -15.9% |
| Q1 2022 | $423,863,000 | -8.2% | 5,549,413 | +0.5% | 1.87% | -3.5% |
| Q4 2021 | $461,846,000 | +10.4% | 5,519,846 | -2.5% | 1.94% | +3.0% |
| Q3 2021 | $418,374,000 | +0.2% | 5,660,591 | -1.4% | 1.88% | +2.8% |
| Q2 2021 | $417,452,000 | +9.7% | 5,739,741 | -1.8% | 1.83% | +11.6% |
| Q1 2021 | $380,566,000 | -7.0% | 5,844,955 | -8.8% | 1.64% | -8.5% |
| Q4 2020 | $409,124,000 | +7.2% | 6,410,588 | +288.1% | 1.80% | -4.2% |
| Q3 2020 | $381,716,000 | +8.9% | 1,651,874 | -2.2% | 1.87% | -0.3% |
| Q2 2020 | $350,594,000 | +21.1% | 1,689,691 | -3.6% | 1.88% | +9.8% |
| Q1 2020 | $289,425,000 | -16.7% | 1,753,564 | -9.1% | 1.71% | -1.2% |
| Q3 2019 | $347,437,000 | -1.1% | 1,929,886 | -1.6% | 1.73% | -5.6% |
| Q2 2019 | $351,436,000 | +1.0% | 1,960,695 | -2.9% | 1.84% | +0.9% |
| Q1 2019 | $347,870,000 | +6.0% | 2,018,278 | -7.4% | 1.82% | -3.5% |
| Q4 2018 | $328,286,000 | -15.7% | 2,178,845 | -0.8% | 1.88% | -3.2% |
| Q3 2018 | $389,295,000 | +6.4% | 2,197,302 | -2.4% | 1.95% | -1.2% |
| Q2 2018 | $366,012,000 | +2.9% | 2,250,853 | -1.9% | 1.97% | +3.0% |
| Q1 2018 | $355,834,000 | -1.2% | 2,294,673 | -2.7% | 1.91% | +1.3% |
| Q4 2017 | $360,253,000 | +3.6% | 2,358,129 | -2.7% | 1.89% | +0.1% |
| Q3 2017 | $347,765,000 | -0.5% | 2,424,800 | -5.1% | 1.89% | -8.6% |
| Q2 2017 | $349,625,000 | -2.4% | 2,554,811 | -6.2% | 2.06% | -4.6% |
| Q1 2017 | $358,260,000 | +2.9% | 2,724,001 | -4.7% | 2.16% | -0.2% |
| Q4 2016 | $348,041,000 | -3.8% | 2,857,720 | -3.9% | 2.17% | -5.9% |
| Q3 2016 | $361,637,000 | -5.8% | 2,972,523 | -9.7% | 2.30% | -10.8% |
| Q2 2016 | $383,803,000 | -10.4% | 3,292,203 | -11.0% | 2.58% | -10.9% |
| Q1 2016 | $428,434,000 | -7.9% | 3,697,102 | -8.0% | 2.90% | -6.1% |
| Q4 2015 | $465,218,000 | -6.5% | 4,017,430 | -13.0% | 3.09% | -8.9% |
| Q3 2015 | $497,695,000 | -14.5% | 4,616,844 | -9.7% | 3.39% | -3.4% |
| Q2 2015 | $581,986,000 | -4.5% | 5,111,415 | -4.4% | 3.51% | -7.7% |
| Q1 2015 | $609,491,000 | -2.4% | 5,348,745 | -4.4% | 3.80% | -2.7% |
| Q4 2014 | $624,169,000 | +7.6% | 5,592,899 | +2.9% | 3.91% | +4.9% |
| Q3 2014 | $580,352,000 | +51349.6% | 5,432,997 | +50529.0% | 3.73% | +7827.7% |
| Q2 2014 | $1,128,000 | +1878.9% | 10,731 | +1789.3% | 0.05% | +2250.0% |
| Q1 2014 | $57,000 | +1.8% | 568 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $56,000 | +9.8% | 568 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $51,000 | – | 568 | – | 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% |