ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 346 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.77 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $35,326,000 | -1.5% | 303,025 | -2.1% | 2.85% | -4.4% |
| Q1 2016 | $35,868,000 | -0.1% | 309,496 | -0.2% | 2.98% | -2.6% |
| Q4 2015 | $35,918,000 | +6.6% | 310,175 | -0.8% | 3.06% | +2.4% |
| Q3 2015 | $33,700,000 | -14.9% | 312,623 | -10.1% | 2.99% | -8.7% |
| Q2 2015 | $39,614,000 | -7.5% | 347,916 | -7.4% | 3.27% | -6.4% |
| Q1 2015 | $42,828,000 | +2.7% | 375,855 | +0.6% | 3.49% | +2.5% |
| Q4 2014 | $41,711,000 | +4.7% | 373,754 | +0.2% | 3.41% | +1.8% |
| Q3 2014 | $39,853,000 | +7.4% | 373,085 | +5.8% | 3.35% | +8.0% |
| Q2 2014 | $37,097,000 | +7.2% | 352,667 | +1.7% | 3.10% | +3.5% |
| Q1 2014 | $34,620,000 | +1.4% | 346,753 | +0.3% | 3.00% | -0.9% |
| Q4 2013 | $34,126,000 | +10.4% | 345,574 | -0.1% | 3.02% | +6.0% |
| Q3 2013 | $30,914,000 | +5.5% | 345,942 | -0.8% | 2.85% | +2.9% |
| Q2 2013 | $29,302,000 | – | 348,797 | – | 2.77% | – |
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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% |