ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $738,000 | +7.7% | 12,765 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $685,000 | -56.8% | 11,360 | -45.3% | 0.00% | 0.0% |
| Q1 2022 | $1,585,000 | -29.4% | 20,759 | -22.6% | 0.00% | -50.0% |
| Q4 2021 | $2,245,000 | -5.7% | 26,837 | +160.6% | 0.00% | -33.3% |
| Q3 2020 | $2,380,000 | +87.7% | 10,300 | +11.1% | 0.00% | -94.5% |
| Q2 2017 | $1,268,000 | +8353.3% | 9,271 | +6716.9% | 0.06% | +5400.0% |
| Q2 2016 | $15,000 | -83.3% | 136 | -82.5% | 0.00% | -85.7% |
| Q1 2016 | $90,000 | -35.7% | 778 | -40.2% | 0.01% | -30.0% |
| Q3 2015 | $140,000 | +2233.3% | 1,302 | +2184.2% | 0.01% | +900.0% |
| Q2 2015 | $6,000 | -98.5% | 57 | -98.4% | 0.00% | -97.8% |
| Q1 2015 | $397,000 | +18.5% | 3,485 | +16.2% | 0.05% | +12.2% |
| Q4 2014 | $335,000 | – | 3,000 | – | 0.04% | – |
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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% |