ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $6,000 | -97.9% | 56 | -97.8% | 0.00% | -97.9% |
| Q3 2015 | $281,000 | +3914.3% | 2,604 | +3906.2% | 0.05% | +4700.0% |
| Q2 2015 | $7,000 | -97.6% | 65 | -97.4% | 0.00% | -97.5% |
| Q1 2015 | $288,000 | -6.5% | 2,530 | -9.8% | 0.04% | +5.3% |
| Q4 2014 | $308,000 | +14.5% | 2,805 | +11.3% | 0.04% | +26.7% |
| Q3 2014 | $269,000 | +1.5% | 2,520 | +0.2% | 0.03% | -3.2% |
| Q2 2014 | $265,000 | +5.2% | 2,516 | 0.0% | 0.03% | -3.1% |
| Q1 2014 | $252,000 | +1.6% | 2,516 | +0.2% | 0.03% | -5.9% |
| Q4 2013 | $248,000 | +10.7% | 2,512 | +0.4% | 0.03% | -15.0% |
| Q3 2013 | $224,000 | +6.7% | 2,501 | +0.2% | 0.04% | -23.1% |
| Q2 2013 | $210,000 | – | 2,496 | – | 0.05% | – |
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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% |