ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $3,860,000 | +16.6% | 34,563 | +11.4% | 0.07% | +11.5% |
| Q3 2014 | $3,310,000 | +47.0% | 31,019 | +45.0% | 0.06% | +52.5% |
| Q2 2014 | $2,251,000 | -60.2% | 21,388 | -62.3% | 0.04% | -63.0% |
| Q1 2014 | $5,659,000 | +96.6% | 56,714 | +94.5% | 0.11% | +129.8% |
| Q4 2013 | $2,879,000 | +8.0% | 29,161 | -2.2% | 0.05% | -7.8% |
| Q3 2013 | $2,666,000 | +339.9% | 29,832 | +314.3% | 0.05% | +292.3% |
| Q2 2013 | $606,000 | – | 7,200 | – | 0.01% | – |
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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% |