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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,648,000 | +8.6% | 10,627 | +7.0% | 0.42% | +3.4% |
| Q4 2017 | $1,517,000 | +6.8% | 9,931 | +0.2% | 0.41% | -1.9% |
| Q3 2017 | $1,421,000 | -6.0% | 9,911 | -10.3% | 0.42% | -7.7% |
| Q2 2017 | $1,512,000 | +3.6% | 11,052 | -0.4% | 0.45% | +0.2% |
| Q1 2017 | $1,460,000 | +49.7% | 11,101 | +38.6% | 0.45% | +39.4% |
| Q4 2016 | $975,000 | -0.1% | 8,007 | -0.2% | 0.32% | -0.9% |
| Q3 2016 | $976,000 | +11.5% | 8,024 | +6.9% | 0.33% | 0.0% |
| Q2 2016 | $875,000 | +15.0% | 7,507 | +14.2% | 0.33% | +5.8% |
| Q1 2016 | $761,000 | +2.7% | 6,571 | +2.7% | 0.31% | +2.6% |
| Q4 2015 | $741,000 | +31.2% | 6,401 | +22.2% | 0.30% | +20.3% |
| Q3 2015 | $565,000 | – | 5,237 | – | 0.25% | – |
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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% |