ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 350 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $232,000 | 0.0% | 2,005 | 0.0% | 0.05% | -2.0% |
| Q4 2015 | $232,000 | -3.3% | 2,005 | -10.1% | 0.05% | -14.0% |
| Q3 2015 | $240,000 | -14.9% | 2,230 | -10.1% | 0.06% | +5.6% |
| Q2 2015 | $282,000 | -56.1% | 2,480 | -56.0% | 0.05% | -54.6% |
| Q1 2015 | $642,000 | +1.1% | 5,635 | -1.0% | 0.12% | +2.6% |
| Q4 2014 | $635,000 | -6.5% | 5,690 | -10.5% | 0.12% | -11.5% |
| Q3 2014 | $679,000 | -1.0% | 6,355 | -2.6% | 0.13% | +1.6% |
| Q2 2014 | $686,000 | +1.9% | 6,526 | -3.2% | 0.13% | -2.3% |
| Q1 2014 | $673,000 | – | 6,740 | – | 0.13% | – |
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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% |