ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $632,000 | +22.7% | 5,422 | +21.8% | 0.12% | +18.6% |
| Q1 2016 | $515,000 | -10.9% | 4,450 | -10.9% | 0.10% | -8.9% |
| Q4 2015 | $578,000 | +11.8% | 4,995 | +4.0% | 0.11% | +7.7% |
| Q3 2015 | $517,000 | -2.3% | 4,803 | +3.2% | 0.10% | +7.2% |
| Q2 2015 | $529,000 | -6.9% | 4,653 | -6.7% | 0.10% | -8.5% |
| Q1 2015 | $568,000 | +4.2% | 4,989 | +2.0% | 0.11% | +1.9% |
| Q4 2014 | $545,000 | +17.7% | 4,889 | +12.7% | 0.10% | +14.3% |
| Q3 2014 | $463,000 | -0.2% | 4,339 | -1.8% | 0.09% | +21.3% |
| Q2 2014 | $464,000 | +11.0% | 4,419 | +5.5% | 0.08% | -16.7% |
| Q1 2014 | $418,000 | -12.4% | 4,188 | -13.3% | 0.09% | -18.9% |
| Q4 2013 | $477,000 | +10.7% | 4,832 | 0.0% | 0.11% | 0.0% |
| Q3 2013 | $431,000 | +0.5% | 4,832 | -5.5% | 0.11% | -15.3% |
| Q2 2013 | $429,000 | – | 5,115 | – | 0.13% | – |
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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% |