ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $4,577,000 | +5.1% | 39,491 | +5.1% | 1.37% | -50.9% |
| Q4 2015 | $4,353,000 | -99.9% | 37,589 | +25.6% | 2.79% | +23.7% |
| Q3 2015 | $3,226,562,000 | +101652.2% | 29,931 | +7.5% | 2.26% | -12.8% |
| Q2 2015 | $3,171,000 | -5.3% | 27,846 | -5.2% | 2.59% | -7.3% |
| Q1 2015 | $3,348,000 | +5.4% | 29,380 | +3.2% | 2.79% | +3.3% |
| Q4 2014 | $3,177,000 | +10.3% | 28,469 | +5.5% | 2.70% | +2.1% |
| Q3 2014 | $2,881,000 | +43.3% | 26,974 | +41.1% | 2.65% | +32.2% |
| Q2 2014 | $2,010,000 | +46.1% | 19,112 | +38.7% | 2.00% | +53.0% |
| Q1 2014 | $1,376,000 | -99.9% | 13,779 | +34.8% | 1.31% | +43.3% |
| Q4 2013 | $1,009,719,000 | – | 10,225 | – | 0.91% | – |
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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% |