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 | $9,197 | -4.3% | 134,418 | -1.4% | 1.10% | +1.8% |
| Q2 2023 | $9,609 | +8.4% | 136,333 | -1.7% | 1.08% | +4.0% |
| Q1 2023 | $8,863 | +12.4% | 138,720 | +2.9% | 1.04% | +4.6% |
| Q4 2022 | $7,888 | -99.9% | 134,830 | -0.4% | 1.00% | -3.6% |
| Q3 2022 | $7,835,000 | -3.8% | 135,432 | +0.3% | 1.03% | +4.1% |
| Q2 2022 | $8,145,000 | -20.1% | 134,967 | +1.2% | 0.99% | -3.3% |
| Q1 2022 | $10,191,000 | -8.3% | 133,427 | +0.5% | 1.03% | -1.4% |
| Q4 2021 | $11,112,000 | +13.3% | 132,805 | +0.1% | 1.04% | +3.4% |
| Q3 2021 | $9,809,000 | +0.6% | 132,715 | -1.0% | 1.01% | +1.4% |
| Q2 2021 | $9,747,000 | +47.6% | 134,011 | +32.2% | 0.99% | +35.3% |
| Q1 2021 | $6,602,000 | +0.3% | 101,394 | -1.7% | 0.73% | -6.0% |
| Q4 2020 | $6,580,000 | +7.6% | 103,109 | +289.5% | 0.78% | -6.4% |
| Q3 2020 | $6,118,000 | +8.8% | 26,475 | -2.3% | 0.83% | -4.1% |
| Q2 2020 | $5,623,000 | +25.0% | 27,102 | -0.6% | 0.87% | +1.2% |
| Q1 2020 | $4,500,000 | -14.6% | 27,265 | +0.2% | 0.86% | +9.1% |
| Q4 2019 | $5,268,000 | +6.1% | 27,205 | -1.3% | 0.79% | -4.0% |
| Q3 2019 | $4,964,000 | -4.3% | 27,571 | -4.7% | 0.82% | -5.6% |
| Q2 2019 | $5,185,000 | +3.8% | 28,926 | -0.2% | 0.87% | +8.1% |
| Q1 2019 | $4,997,000 | +14.4% | 28,992 | +0.0% | 0.80% | +1.0% |
| Q4 2018 | $4,367,000 | -15.5% | 28,983 | -0.7% | 0.80% | +2.4% |
| Q3 2018 | $5,170,000 | +9.2% | 29,181 | +0.2% | 0.78% | -0.6% |
| Q2 2018 | $4,736,000 | +3.3% | 29,126 | -1.5% | 0.78% | +1.8% |
| Q1 2018 | $4,586,000 | +3.1% | 29,576 | +1.6% | 0.77% | +4.3% |
| Q4 2017 | $4,446,000 | -10.7% | 29,105 | -16.2% | 0.74% | -15.9% |
| Q3 2017 | $4,981,000 | +5.2% | 34,732 | +0.4% | 0.88% | +1.5% |
| Q2 2017 | $4,733,000 | +6.8% | 34,583 | +2.6% | 0.86% | +4.6% |
| Q1 2017 | $4,433,000 | +12.5% | 33,708 | +4.2% | 0.82% | +8.6% |
| Q4 2016 | $3,941,000 | +6.0% | 32,358 | +5.9% | 0.76% | +7.0% |
| Q3 2016 | $3,719,000 | +2.5% | 30,565 | -1.8% | 0.71% | -3.5% |
| Q2 2016 | $3,627,000 | +3.9% | 31,115 | +3.3% | 0.74% | +4.7% |
| Q1 2016 | $3,490,000 | +0.6% | 30,115 | +0.5% | 0.70% | +1.6% |
| Q4 2015 | $3,469,000 | +9.5% | 29,960 | +1.9% | 0.69% | +5.2% |
| Q3 2015 | $3,169,000 | -0.6% | 29,395 | +5.0% | 0.66% | +11.0% |
| Q2 2015 | $3,187,000 | +5.3% | 27,990 | +5.4% | 0.59% | +6.3% |
| Q1 2015 | $3,027,000 | +18.5% | 26,565 | +16.0% | 0.56% | +15.3% |
| Q4 2014 | $2,555,000 | +11.3% | 22,895 | +6.6% | 0.48% | +10.3% |
| Q3 2014 | $2,295,000 | +6.2% | 21,485 | +4.5% | 0.44% | +9.5% |
| Q2 2014 | $2,162,000 | +7.9% | 20,550 | +2.4% | 0.40% | +3.4% |
| Q1 2014 | $2,003,000 | +8.7% | 20,060 | +7.5% | 0.39% | +7.8% |
| Q4 2013 | $1,843,000 | +25.7% | 18,665 | +13.8% | 0.36% | +15.0% |
| Q3 2013 | $1,466,000 | +91.1% | 16,405 | +79.8% | 0.31% | +77.8% |
| Q2 2013 | $767,000 | – | 9,125 | – | 0.18% | – |
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% |