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 | $515,851 | -2.6% | 7,515 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $529,658 | +10.3% | 7,515 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $480,134 | +11.0% | 7,515 | +1.6% | 0.02% | 0.0% |
| Q4 2022 | $432,549 | +1.1% | 7,394 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $428,000 | -4.0% | 7,394 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $446,000 | -18.9% | 7,394 | +2.6% | 0.02% | -9.1% |
| Q1 2022 | $550,000 | -8.8% | 7,204 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $603,000 | +13.3% | 7,204 | 0.0% | 0.02% | -27.6% |
| Q3 2021 | $532,000 | +1.5% | 7,204 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $524,000 | +11.7% | 7,204 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $469,000 | +2.0% | 7,204 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $460,000 | +10.6% | 7,204 | +300.0% | 0.03% | -6.2% |
| Q3 2020 | $416,000 | +11.2% | 1,801 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $374,000 | +25.9% | 1,801 | 0.0% | 0.03% | +3.2% |
| Q1 2020 | $297,000 | -14.9% | 1,801 | 0.0% | 0.03% | +6.9% |
| Q4 2019 | $349,000 | +7.7% | 1,801 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $324,000 | +5.9% | 1,801 | +5.6% | 0.03% | +7.1% |
| Q2 2019 | $306,000 | +39.1% | 1,705 | +1.8% | 0.03% | +16.7% |
| Q1 2017 | $220,000 | +7.8% | 1,675 | 0.0% | 0.02% | +4.3% |
| Q4 2016 | $204,000 | -90.0% | 1,675 | 0.0% | 0.02% | -14.8% |
| Q3 2016 | $2,038,000 | – | 1,675 | – | 0.03% | – |
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% |