ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $110,951,000 | +5.0% | 773,609 | +0.2% | 0.66% | -1.0% |
| Q2 2017 | $105,669,000 | +13.7% | 772,150 | +9.3% | 0.67% | +7.9% |
| Q1 2017 | $92,940,000 | +9.5% | 706,659 | +1.4% | 0.62% | -0.8% |
| Q4 2016 | $84,869,000 | +10.7% | 696,843 | +10.5% | 0.63% | +3.1% |
| Q3 2016 | $76,690,000 | +20.5% | 630,361 | +15.5% | 0.61% | +13.4% |
| Q2 2016 | $63,622,000 | +3.1% | 545,736 | +2.5% | 0.54% | -2.5% |
| Q1 2016 | $61,718,000 | -2.9% | 532,553 | -2.9% | 0.55% | -8.6% |
| Q4 2015 | $63,532,000 | +3.9% | 548,637 | -3.3% | 0.60% | -6.5% |
| Q3 2015 | $61,162,000 | +9.8% | 567,362 | +15.9% | 0.64% | +16.2% |
| Q2 2015 | $55,719,000 | +7.6% | 489,362 | +7.7% | 0.55% | +3.2% |
| Q1 2015 | $51,761,000 | -9.7% | 454,245 | -11.6% | 0.54% | -16.4% |
| Q4 2014 | $57,319,000 | -1.1% | 513,610 | -5.4% | 0.64% | -8.9% |
| Q3 2014 | $57,966,000 | +10.9% | 542,655 | +9.2% | 0.70% | +10.8% |
| Q2 2014 | $52,270,000 | -6.8% | 496,910 | -11.6% | 0.64% | -17.9% |
| Q1 2014 | $56,102,000 | +37.6% | 561,916 | +36.1% | 0.78% | +30.9% |
| Q4 2013 | $40,762,000 | +12.1% | 412,777 | +1.5% | 0.59% | +0.3% |
| Q3 2013 | $36,354,000 | +9.4% | 406,831 | +2.9% | 0.59% | +0.7% |
| Q2 2013 | $33,219,000 | – | 395,416 | – | 0.59% | – |
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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% |