ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,485,000 | +27.6% | 12,190 | +27.4% | 0.26% | +23.6% |
| Q3 2016 | $1,164,000 | +6.4% | 9,569 | +2.0% | 0.21% | +6.0% |
| Q2 2016 | $1,094,000 | -15.0% | 9,382 | -15.5% | 0.20% | -18.0% |
| Q1 2016 | $1,287,000 | -10.9% | 11,102 | -11.1% | 0.24% | -12.5% |
| Q4 2015 | $1,445,000 | +5.0% | 12,482 | -2.2% | 0.28% | -0.7% |
| Q3 2015 | $1,376,000 | -19.5% | 12,762 | -15.0% | 0.28% | -11.6% |
| Q2 2015 | $1,709,000 | +4.8% | 15,008 | +4.9% | 0.32% | +5.0% |
| Q1 2015 | $1,631,000 | +54.6% | 14,310 | +51.3% | 0.30% | +57.8% |
| Q4 2014 | $1,055,000 | – | 9,455 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |