ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $21,228,000 | -44.6% | 138,899 | -48.0% | 2.20% | +0.5% |
| Q3 2017 | $38,295,000 | +12.2% | 266,906 | +7.1% | 2.19% | +3.6% |
| Q2 2017 | $34,134,000 | +6.9% | 249,278 | +2.7% | 2.11% | -3.9% |
| Q1 2017 | $31,924,000 | +30.7% | 242,696 | +20.9% | 2.20% | +20.3% |
| Q4 2016 | $24,423,000 | +12.1% | 200,689 | +12.1% | 1.83% | +9.7% |
| Q3 2016 | $21,782,000 | +25.0% | 178,992 | +19.8% | 1.67% | +17.2% |
| Q2 2016 | $17,428,000 | +14.6% | 149,452 | +13.9% | 1.42% | -0.6% |
| Q1 2016 | $15,209,000 | +17.2% | 131,240 | +17.1% | 1.43% | -12.4% |
| Q4 2015 | $12,976,000 | +62.0% | 112,080 | +50.8% | 1.63% | +77.3% |
| Q3 2015 | $8,008,000 | +16.3% | 74,339 | +23.0% | 0.92% | +13.6% |
| Q2 2015 | $6,884,000 | +20.0% | 60,462 | +20.1% | 0.81% | +17.0% |
| Q1 2015 | $5,738,000 | +27.6% | 50,345 | +25.0% | 0.69% | +16.9% |
| Q4 2014 | $4,498,000 | +17.0% | 40,285 | +12.1% | 0.59% | +15.1% |
| Q3 2014 | $3,843,000 | +13.9% | 35,943 | +11.9% | 0.52% | +6.4% |
| Q2 2014 | $3,373,000 | +20.9% | 32,113 | +10.1% | 0.48% | -6.4% |
| Q1 2014 | $2,790,000 | +23.7% | 29,166 | +27.8% | 0.52% | +28.3% |
| Q4 2013 | $2,255,000 | +26.3% | 22,821 | +14.3% | 0.40% | -4.7% |
| Q3 2013 | $1,786,000 | +23.9% | 19,973 | +16.5% | 0.42% | +36.0% |
| Q2 2013 | $1,442,000 | – | 17,140 | – | 0.31% | – |
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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% |