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 2016 | $13,348,000 | +86.7% | 109,592 | +86.5% | 0.43% | +77.1% |
| Q3 2016 | $7,150,000 | +4.1% | 58,770 | -0.3% | 0.24% | -0.8% |
| Q2 2016 | $6,870,000 | -9.3% | 58,934 | -9.8% | 0.25% | -22.3% |
| Q1 2016 | $7,571,000 | -3.7% | 65,328 | -3.8% | 0.32% | -10.9% |
| Q4 2015 | $7,860,000 | +185.6% | 67,879 | +165.9% | 0.36% | +66.0% |
| Q3 2015 | $2,752,000 | -2.2% | 25,529 | +3.3% | 0.22% | +7.5% |
| Q2 2015 | $2,814,000 | +6.0% | 24,712 | +6.1% | 0.20% | +7.5% |
| Q1 2015 | $2,655,000 | +152.1% | 23,298 | +146.9% | 0.19% | +63.2% |
| Q4 2014 | $1,053,000 | +42.7% | 9,437 | +36.6% | 0.11% | +28.1% |
| Q3 2014 | $738,000 | -7.5% | 6,906 | -9.0% | 0.09% | -16.8% |
| Q2 2014 | $798,000 | -71.1% | 7,590 | -72.5% | 0.11% | -46.5% |
| Q1 2014 | $2,758,000 | +120.6% | 27,624 | +118.3% | 0.20% | +4.7% |
| Q4 2013 | $1,250,000 | +19.3% | 12,656 | +8.0% | 0.19% | +4.4% |
| Q3 2013 | $1,048,000 | +18.6% | 11,723 | +11.4% | 0.18% | +3.4% |
| Q2 2013 | $884,000 | – | 10,528 | – | 0.18% | – |
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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% |