ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 280 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,856,000 | -2.3% | 13,563 | -6.1% | 0.21% | -3.6% |
| Q1 2017 | $1,900,000 | +25.7% | 14,444 | +16.3% | 0.22% | +17.5% |
| Q4 2016 | $1,512,000 | -1.5% | 12,418 | -1.6% | 0.19% | -6.4% |
| Q3 2016 | $1,535,000 | +16.1% | 12,614 | +11.2% | 0.20% | +10.4% |
| Q2 2016 | $1,322,000 | +0.6% | 11,342 | 0.0% | 0.18% | -1.6% |
| Q1 2016 | $1,314,000 | -18.2% | 11,342 | -18.2% | 0.19% | -23.5% |
| Q4 2015 | $1,607,000 | +7.4% | 13,874 | 0.0% | 0.24% | +2.1% |
| Q3 2015 | $1,496,000 | +9.9% | 13,874 | -4.4% | 0.24% | +18.4% |
| Q2 2015 | $1,361,000 | -17.5% | 14,517 | +0.3% | 0.20% | -17.3% |
| Q1 2015 | $1,649,000 | +0.2% | 14,474 | -1.8% | 0.24% | +3.4% |
| Q4 2014 | $1,645,000 | +4.4% | 14,742 | 0.0% | 0.24% | -5.2% |
| Q3 2014 | $1,575,000 | +1.5% | 14,742 | 0.0% | 0.25% | +6.9% |
| Q2 2014 | $1,551,000 | +11.8% | 14,742 | +6.1% | 0.23% | -10.4% |
| Q1 2014 | $1,387,000 | +2.6% | 13,895 | +1.5% | 0.26% | +2.8% |
| Q4 2013 | $1,352,000 | +5.1% | 13,691 | -4.9% | 0.25% | -3.4% |
| Q3 2013 | $1,286,000 | +11.1% | 14,390 | +4.5% | 0.26% | +3.2% |
| Q2 2013 | $1,157,000 | – | 13,772 | – | 0.25% | – |
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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% |