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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $282,000 | 0.0% | 2,434 | 0.0% | 0.05% | +4.3% |
| Q4 2015 | $282,000 | +540.9% | 2,434 | +492.2% | 0.05% | +487.5% |
| Q3 2015 | $44,000 | -84.1% | 411 | -83.1% | 0.01% | -82.6% |
| Q2 2015 | $277,000 | 0.0% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $277,000 | +1.8% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $272,000 | +1.9% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q3 2014 | $267,000 | -72.7% | 2,434 | -73.8% | 0.05% | -72.8% |
| Q2 2014 | $979,000 | -10.5% | 9,305 | -15.3% | 0.17% | -28.4% |
| Q1 2014 | $1,094,000 | +26.3% | 10,989 | +18.8% | 0.24% | +23.6% |
| Q4 2013 | $866,000 | +37.9% | 9,251 | +31.6% | 0.19% | +52.8% |
| Q3 2013 | $628,000 | -46.1% | 7,028 | -46.6% | 0.12% | -30.6% |
| Q2 2013 | $1,166,000 | – | 13,167 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |