ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $462,000 | -94.2% | 3,961 | -94.3% | 0.08% | -91.0% |
| Q1 2016 | $8,003,000 | +7.4% | 69,055 | +7.3% | 0.84% | +5.8% |
| Q4 2015 | $7,454,000 | +28.1% | 64,368 | +19.3% | 0.80% | +20.6% |
| Q3 2015 | $5,817,000 | -1.9% | 53,963 | +3.6% | 0.66% | +4.9% |
| Q2 2015 | $5,932,000 | +2.5% | 52,096 | +2.6% | 0.63% | +1.1% |
| Q1 2015 | $5,787,000 | -28.9% | 50,784 | -30.3% | 0.62% | -32.4% |
| Q4 2014 | $8,134,000 | +39.9% | 72,890 | +33.9% | 0.92% | +31.3% |
| Q3 2014 | $5,815,000 | +12.7% | 54,434 | +10.9% | 0.70% | +8.0% |
| Q2 2014 | $5,162,000 | +52.5% | 49,076 | +44.8% | 0.65% | +35.4% |
| Q1 2014 | $3,384,000 | -58.6% | 33,892 | -59.0% | 0.48% | -23.8% |
| Q4 2013 | $8,170,000 | +311.0% | 82,728 | +271.9% | 0.63% | +81.2% |
| Q3 2013 | $1,988,000 | +11.8% | 22,246 | +5.1% | 0.35% | -1.1% |
| Q2 2013 | $1,778,000 | – | 21,161 | – | 0.35% | – |
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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% |