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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |