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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $2,964,000 | -2.2% | 25,579 | -2.3% | 0.82% | +0.6% |
| Q4 2015 | $3,032,000 | -6.1% | 26,186 | -12.6% | 0.82% | -16.5% |
| Q3 2015 | $3,230,000 | -6.4% | 29,965 | -1.1% | 0.98% | -1.6% |
| Q2 2015 | $3,450,000 | -0.0% | 30,299 | +0.1% | 1.00% | +9.7% |
| Q1 2015 | $3,451,000 | +21.3% | 30,283 | +18.8% | 0.91% | +33.5% |
| Q4 2014 | $2,844,000 | +23.3% | 25,483 | +18.0% | 0.68% | -9.8% |
| Q3 2014 | $2,307,000 | -41.7% | 21,593 | -42.6% | 0.75% | -41.5% |
| Q2 2014 | $3,957,000 | +5.4% | 37,600 | +0.0% | 1.29% | +0.5% |
| Q1 2014 | $3,753,000 | +1.1% | 37,586 | 0.0% | 1.28% | -6.8% |
| Q4 2013 | $3,712,000 | +10.6% | 37,586 | +0.1% | 1.38% | +2.2% |
| Q3 2013 | $3,355,000 | +7.2% | 37,559 | +0.8% | 1.35% | +6.6% |
| Q2 2013 | $3,131,000 | – | 37,246 | – | 1.26% | – |
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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% |