ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |