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 | $9,174,027 | +4.5% | 134,084 | +7.6% | 0.04% | +9.4% |
| Q2 2023 | $8,781,526 | +5.9% | 124,596 | -4.0% | 0.03% | -3.0% |
| Q1 2023 | $8,295,628 | +3.7% | 129,842 | -5.1% | 0.03% | -5.7% |
| Q4 2022 | $8,000,151 | +15.8% | 136,755 | +14.5% | 0.04% | +9.4% |
| Q3 2022 | $6,909,000 | -6.8% | 119,428 | -2.7% | 0.03% | -3.0% |
| Q2 2022 | $7,411,000 | -14.3% | 122,798 | +8.5% | 0.03% | +10.0% |
| Q1 2022 | $8,643,000 | -8.2% | 113,156 | +0.5% | 0.03% | 0.0% |
| Q4 2021 | $9,420,000 | +11.2% | 112,583 | -1.7% | 0.03% | +3.4% |
| Q3 2021 | $8,469,000 | +8.6% | 114,582 | +6.8% | 0.03% | +7.4% |
| Q2 2021 | $7,801,000 | +4.9% | 107,264 | -6.1% | 0.03% | -3.6% |
| Q1 2021 | $7,434,000 | +10.8% | 114,176 | +8.6% | 0.03% | +12.0% |
| Q4 2020 | $6,707,000 | +10.5% | 105,099 | +300.3% | 0.02% | -3.8% |
| Q3 2020 | $6,067,000 | +6.6% | 26,253 | -4.3% | 0.03% | -3.7% |
| Q2 2020 | $5,693,000 | +18.3% | 27,437 | -5.9% | 0.03% | -10.0% |
| Q1 2020 | $4,814,000 | -19.6% | 29,164 | -5.6% | 0.03% | -3.2% |
| Q4 2019 | $5,984,000 | +13.7% | 30,901 | +5.7% | 0.03% | +3.3% |
| Q3 2019 | $5,263,000 | – | 29,234 | +7.6% | 0.03% | – |
| Q2 2019 | $0 | -100.0% | 27,165 | -4.5% | 0.00% | -100.0% |
| Q1 2019 | $4,901,000 | +27.7% | 28,435 | +11.7% | 0.03% | +7.1% |
| Q4 2018 | $3,837,000 | -8.5% | 25,465 | +7.6% | 0.03% | +7.7% |
| Q3 2018 | $4,193,000 | +18.9% | 23,666 | +9.1% | 0.03% | +8.3% |
| Q2 2018 | $3,526,000 | +6.8% | 21,684 | +1.9% | 0.02% | +4.3% |
| Q1 2018 | $3,301,000 | +0.2% | 21,285 | -1.3% | 0.02% | +4.5% |
| Q4 2017 | $3,294,000 | -4.7% | 21,560 | -10.5% | 0.02% | -15.4% |
| Q3 2017 | $3,457,000 | +2.2% | 24,101 | -2.5% | 0.03% | +4.0% |
| Q2 2017 | $3,382,000 | -1.6% | 24,710 | -6.2% | 0.02% | -10.7% |
| Q1 2017 | $3,438,000 | -9.6% | 26,344 | -15.6% | 0.03% | -17.6% |
| Q4 2016 | $3,802,000 | +166.6% | 31,219 | +166.3% | 0.03% | +161.5% |
| Q3 2016 | $1,426,000 | +223.4% | 11,723 | +209.6% | 0.01% | +225.0% |
| Q2 2016 | $441,000 | +40.0% | 3,786 | +38.9% | 0.00% | +33.3% |
| Q1 2016 | $315,000 | -9.5% | 2,726 | -9.6% | 0.00% | 0.0% |
| Q4 2015 | $348,000 | +7.4% | 3,014 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $324,000 | -5.5% | 3,014 | 0.0% | 0.00% | +200.0% |
| Q2 2015 | $343,000 | -7.8% | 3,014 | -7.8% | 0.00% | 0.0% |
| Q1 2015 | $372,000 | +26.1% | 3,270 | +23.6% | 0.00% | – |
| Q4 2014 | $295,000 | +20.9% | 2,645 | +15.4% | 0.00% | – |
| Q3 2014 | $244,000 | +1.2% | 2,292 | 0.0% | 0.00% | – |
| Q2 2014 | $241,000 | +7.1% | 2,292 | +1.6% | 0.00% | – |
| Q1 2014 | $225,000 | +3.7% | 2,257 | +2.3% | 0.00% | – |
| Q4 2013 | $217,000 | -0.9% | 2,207 | -15.7% | 0.00% | – |
| Q2 2013 | $219,000 | – | 2,618 | – | 0.00% | – |
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% |