ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $30,215,000 | +145.2% | 248,093 | +145.0% | 0.04% | +133.3% |
| Q3 2016 | $12,321,000 | -3.5% | 101,276 | -7.5% | 0.02% | -6.2% |
| Q2 2016 | $12,769,000 | +7.7% | 109,528 | +7.0% | 0.02% | +6.7% |
| Q1 2016 | $11,861,000 | -59.2% | 102,350 | -59.3% | 0.02% | -59.5% |
| Q4 2015 | $29,092,000 | +228.0% | 251,230 | +205.3% | 0.04% | +208.3% |
| Q3 2015 | $8,870,000 | +3.2% | 82,281 | +9.0% | 0.01% | +9.1% |
| Q2 2015 | $8,594,000 | +18.5% | 75,481 | +18.6% | 0.01% | +10.0% |
| Q1 2015 | $7,252,000 | +15.2% | 63,643 | +12.9% | 0.01% | +25.0% |
| Q4 2014 | $6,293,000 | +32.7% | 56,392 | +27.0% | 0.01% | +14.3% |
| Q3 2014 | $4,742,000 | +12.1% | 44,395 | +10.4% | 0.01% | +16.7% |
| Q2 2014 | $4,232,000 | +16.6% | 40,229 | +10.7% | 0.01% | +20.0% |
| Q1 2014 | $3,630,000 | +3.2% | 36,354 | +2.0% | 0.01% | 0.0% |
| Q4 2013 | $3,518,000 | +89.2% | 35,626 | +71.3% | 0.01% | +66.7% |
| Q3 2013 | $1,859,000 | +18.8% | 20,799 | +11.6% | 0.00% | 0.0% |
| Q2 2013 | $1,565,000 | – | 18,629 | – | 0.00% | – |
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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% |