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 | $2,024,069 | -3.4% | 29,583 | -0.5% | 0.49% | -1.0% |
| Q2 2023 | $2,094,877 | +8.0% | 29,723 | -2.1% | 0.49% | +2.1% |
| Q1 2023 | $1,940,531 | +7.3% | 30,373 | -1.7% | 0.48% | +2.3% |
| Q4 2022 | $1,807,709 | +1.1% | 30,901 | 0.0% | 0.47% | -7.8% |
| Q3 2022 | $1,788,000 | -4.1% | 30,901 | 0.0% | 0.51% | +1.8% |
| Q2 2022 | $1,865,000 | -21.3% | 30,901 | -0.4% | 0.50% | -9.7% |
| Q1 2022 | $2,369,000 | -9.4% | 31,020 | -0.8% | 0.56% | -7.2% |
| Q4 2021 | $2,616,000 | +11.0% | 31,265 | -1.9% | 0.60% | +3.6% |
| Q3 2021 | $2,356,000 | +1.6% | 31,870 | 0.0% | 0.58% | -1.7% |
| Q2 2021 | $2,318,000 | +11.7% | 31,870 | 0.0% | 0.59% | +0.5% |
| Q1 2021 | $2,075,000 | +1.6% | 31,870 | -0.4% | 0.58% | -3.8% |
| Q4 2020 | $2,043,000 | +9.0% | 32,006 | +294.6% | 0.61% | +1.7% |
| Q3 2020 | $1,875,000 | +8.1% | 8,112 | -2.9% | 0.60% | +5.1% |
| Q2 2020 | $1,734,000 | +23.0% | 8,357 | -2.2% | 0.57% | -4.2% |
| Q1 2020 | $1,410,000 | -16.1% | 8,544 | -1.5% | 0.59% | -4.5% |
| Q4 2019 | $1,680,000 | +7.3% | 8,676 | -0.2% | 0.62% | -3.9% |
| Q3 2019 | $1,566,000 | -1.8% | 8,696 | -2.2% | 0.65% | -5.1% |
| Q2 2019 | $1,594,000 | +3.2% | 8,895 | -0.7% | 0.68% | -4.3% |
| Q1 2019 | $1,545,000 | +13.9% | 8,962 | -0.5% | 0.71% | +3.5% |
| Q4 2018 | $1,357,000 | -21.3% | 9,006 | -7.5% | 0.69% | -0.3% |
| Q3 2018 | $1,724,000 | +213.5% | 9,733 | +111.5% | 0.69% | +221.4% |
| Q2 2018 | $550,000 | -64.1% | 4,601 | -53.4% | 0.22% | -66.5% |
| Q1 2018 | $1,532,000 | +1.1% | 9,881 | -0.4% | 0.64% | -1.5% |
| Q4 2017 | $1,515,000 | +4.8% | 9,918 | -1.6% | 0.65% | +5.0% |
| Q3 2017 | $1,445,000 | – | 10,077 | – | 0.62% | – |
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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% |