ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 337 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2014 | $10,256,000 | +10.8% | 97,502 | +5.2% | 3.20% | +6.9% |
| Q1 2014 | $9,256,000 | +17700.0% | 92,706 | +17491.3% | 2.99% | +7202.4% |
| Q4 2013 | $52,000 | -98.9% | 527 | -99.0% | 0.04% | -97.7% |
| Q3 2013 | $4,775,000 | +1.7% | 53,435 | -4.4% | 1.79% | -23.2% |
| Q2 2013 | $4,694,000 | – | 55,872 | – | 2.34% | – |
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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% |