ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 337 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $303,000 | -42.4% | 5,019 | -27.1% | 0.00% | -50.0% |
| Q1 2022 | $526,000 | -10.2% | 6,888 | -1.7% | 0.00% | 0.0% |
| Q4 2021 | $586,000 | -64.7% | 7,006 | -73.0% | 0.00% | -60.0% |
| Q4 2020 | $1,658,000 | +356.7% | 25,984 | +314.1% | 0.01% | +150.0% |
| Q3 2020 | $363,000 | -87.5% | 6,275 | -61.3% | 0.00% | -84.6% |
| Q2 2019 | $2,907,000 | +16.2% | 16,216 | +11.7% | 0.01% | +8.3% |
| Q1 2019 | $2,502,000 | +17.9% | 14,519 | +21.2% | 0.01% | +33.3% |
| Q3 2018 | $2,122,000 | +8.1% | 11,979 | -0.8% | 0.01% | 0.0% |
| Q2 2018 | $1,963,000 | +97.1% | 12,073 | +88.0% | 0.01% | +125.0% |
| Q1 2018 | $996,000 | -44.4% | 6,423 | -59.2% | 0.00% | -50.0% |
| Q2 2015 | $1,792,000 | +5.5% | 15,742 | +5.7% | 0.01% | +14.3% |
| Q1 2015 | $1,698,000 | +10.5% | 14,897 | +8.3% | 0.01% | +16.7% |
| Q4 2014 | $1,536,000 | +25.5% | 13,759 | +12.2% | 0.01% | +20.0% |
| Q1 2014 | $1,224,000 | – | 12,259 | – | 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% |