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 | $1,068,857 | -2.9% | 15,622 | 0.0% | 0.24% | +18.0% |
| Q2 2023 | $1,101,039 | +8.1% | 15,622 | -2.0% | 0.20% | -28.8% |
| Q1 2023 | $1,018,662 | -2.7% | 15,944 | -10.9% | 0.28% | +20.1% |
| Q4 2022 | $1,046,448 | -15.8% | 17,888 | -16.8% | 0.23% | -44.0% |
| Q3 2022 | $1,243,000 | -4.2% | 21,488 | 0.0% | 0.42% | +44.1% |
| Q2 2022 | $1,297,000 | -23.1% | 21,488 | -2.7% | 0.29% | +19.3% |
| Q1 2022 | $1,687,000 | +2.4% | 22,088 | +12.1% | 0.24% | +9.5% |
| Q4 2021 | $1,648,000 | -3.0% | 19,696 | -14.3% | 0.22% | -8.6% |
| Q3 2021 | $1,699,000 | +1.6% | 22,988 | 0.0% | 0.24% | +8.0% |
| Q2 2021 | $1,672,000 | +24.7% | 22,988 | +11.6% | 0.22% | +16.6% |
| Q1 2021 | $1,341,000 | -1.9% | 20,596 | -3.8% | 0.19% | +2.1% |
| Q4 2020 | $1,367,000 | +6.5% | 21,412 | +285.6% | 0.19% | -15.2% |
| Q3 2020 | $1,283,000 | +4.2% | 5,553 | -6.4% | 0.22% | +6.7% |
| Q2 2020 | $1,231,000 | +25.2% | 5,933 | -0.4% | 0.21% | -19.9% |
| Q1 2020 | $983,000 | -50.8% | 5,958 | -42.3% | 0.26% | -7.4% |
| Q4 2019 | $1,999,000 | +4.6% | 10,322 | -2.8% | 0.28% | -8.7% |
| Q3 2019 | $1,912,000 | -5.3% | 10,622 | -5.7% | 0.31% | -15.3% |
| Q2 2019 | $2,019,000 | -10.4% | 11,264 | -13.8% | 0.36% | -17.2% |
| Q1 2019 | $2,253,000 | +6.4% | 13,072 | -6.9% | 0.44% | -16.0% |
| Q4 2018 | $2,117,000 | -27.1% | 14,048 | -14.3% | 0.52% | +14.4% |
| Q3 2018 | $2,903,000 | +8.2% | 16,383 | -0.7% | 0.46% | -6.5% |
| Q2 2018 | $2,682,000 | +0.6% | 16,493 | -4.1% | 0.49% | -8.7% |
| Q1 2018 | $2,666,000 | -85.4% | 17,190 | -85.6% | 0.54% | -78.7% |
| Q4 2017 | $18,254,000 | +480.0% | 119,486 | +444.5% | 2.52% | +369.5% |
| Q3 2017 | $3,147,000 | +1.6% | 21,946 | -3.1% | 0.54% | -0.6% |
| Q2 2017 | $3,098,000 | +3.9% | 22,641 | -0.1% | 0.54% | -8.5% |
| Q1 2017 | $2,981,000 | +6.9% | 22,666 | -1.0% | 0.59% | +23.2% |
| Q4 2016 | $2,788,000 | -14.3% | 22,888 | -14.4% | 0.48% | -27.6% |
| Q3 2016 | $3,252,000 | +2.8% | 26,728 | -1.4% | 0.66% | -2.4% |
| Q2 2016 | $3,162,000 | -4.7% | 27,121 | -5.3% | 0.68% | -20.7% |
| Q1 2016 | $3,318,000 | -2.0% | 28,627 | -2.0% | 0.86% | +6.6% |
| Q4 2015 | $3,384,000 | -0.4% | 29,219 | -7.3% | 0.80% | -2.7% |
| Q3 2015 | $3,396,000 | -5.8% | 31,507 | -0.5% | 0.82% | +14.6% |
| Q2 2015 | $3,607,000 | -2.7% | 31,676 | -2.6% | 0.72% | -2.6% |
| Q1 2015 | $3,707,000 | -0.2% | 32,531 | -2.3% | 0.74% | +14.8% |
| Q4 2014 | $3,714,000 | -16.5% | 33,280 | -20.1% | 0.64% | -20.5% |
| Q3 2014 | $4,450,000 | -1.4% | 41,659 | -2.9% | 0.81% | +6.2% |
| Q2 2014 | $4,512,000 | -27.0% | 42,891 | -30.7% | 0.76% | -31.7% |
| Q1 2014 | $6,182,000 | -15.7% | 61,916 | -16.7% | 1.12% | -18.1% |
| Q4 2013 | $7,336,000 | +8.5% | 74,289 | -1.8% | 1.36% | +0.4% |
| Q3 2013 | $6,761,000 | +2.4% | 75,662 | -3.7% | 1.36% | -10.1% |
| Q2 2013 | $6,601,000 | – | 78,569 | – | 1.51% | – |
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% |