ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $69,000 | +305.9% | 502 | +295.3% | 0.02% | +220.0% |
| Q1 2017 | $17,000 | -73.4% | 127 | -75.7% | 0.01% | -68.8% |
| Q4 2016 | $64,000 | -70.6% | 522 | -70.9% | 0.02% | -70.4% |
| Q3 2016 | $218,000 | +131.9% | 1,791 | +122.2% | 0.05% | +116.0% |
| Q2 2016 | $94,000 | +51.6% | 806 | +50.9% | 0.02% | +38.9% |
| Q1 2016 | $62,000 | -80.7% | 534 | -80.8% | 0.02% | -81.2% |
| Q4 2015 | $322,000 | -5.8% | 2,783 | -12.3% | 0.10% | -10.3% |
| Q3 2015 | $342,000 | -16.2% | 3,174 | -11.4% | 0.11% | -4.5% |
| Q2 2015 | $408,000 | +172.0% | 3,583 | +171.9% | 0.11% | +166.7% |
| Q1 2015 | $150,000 | -17.1% | 1,318 | -18.9% | 0.04% | +13.5% |
| Q4 2014 | $181,000 | +70.8% | 1,626 | +63.9% | 0.04% | +85.0% |
| Q3 2014 | $106,000 | +3.9% | 992 | +2.4% | 0.02% | +5.3% |
| Q2 2014 | $102,000 | +9.7% | 969 | +3.9% | 0.02% | 0.0% |
| Q1 2014 | $93,000 | +2.2% | 933 | +1.4% | 0.02% | +46.2% |
| Q4 2013 | $91,000 | +213.8% | 920 | +186.6% | 0.01% | +225.0% |
| Q3 2013 | $29,000 | +11.5% | 321 | +1.9% | 0.00% | 0.0% |
| Q2 2013 | $26,000 | – | 315 | – | 0.00% | – |
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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% |