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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $3,739,000 | -5.3% | 34,688 | 0.0% | 0.28% | +1.5% |
| Q2 2015 | $3,950,000 | -0.1% | 34,688 | 0.0% | 0.28% | -5.2% |
| Q1 2015 | $3,953,000 | +2.1% | 34,688 | 0.0% | 0.29% | +3.9% |
| Q4 2014 | $3,871,000 | +4.5% | 34,688 | 0.0% | 0.28% | +7.7% |
| Q3 2014 | $3,705,000 | +1.5% | 34,688 | 0.0% | 0.26% | +2.4% |
| Q2 2014 | $3,649,000 | +5.4% | 34,688 | 0.0% | 0.25% | +14.0% |
| Q1 2014 | $3,463,000 | +1.1% | 34,688 | 0.0% | 0.22% | +3.3% |
| Q4 2013 | $3,425,000 | +10.5% | 34,688 | 0.0% | 0.22% | +12.0% |
| Q3 2013 | $3,100,000 | +6.4% | 34,688 | 0.0% | 0.19% | +12.3% |
| Q2 2013 | $2,914,000 | – | 34,688 | – | 0.17% | – |
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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% |