ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,766,000 | -1.1% | 11,562 | -7.1% | 0.09% | -8.2% |
| Q3 2017 | $1,786,000 | +10.5% | 12,451 | +5.4% | 0.10% | +6.5% |
| Q2 2017 | $1,617,000 | -18.3% | 11,816 | -21.5% | 0.09% | -20.0% |
| Q1 2017 | $1,980,000 | +5.0% | 15,056 | -2.8% | 0.12% | -2.5% |
| Q4 2016 | $1,886,000 | -5.0% | 15,483 | -5.1% | 0.12% | -7.1% |
| Q3 2016 | $1,985,000 | +22.5% | 16,318 | +17.4% | 0.13% | +15.5% |
| Q2 2016 | $1,620,000 | +13.0% | 13,898 | +12.4% | 0.11% | +5.8% |
| Q1 2016 | $1,433,000 | -7.5% | 12,367 | -7.6% | 0.10% | -11.1% |
| Q4 2015 | $1,549,000 | +28.0% | 13,380 | -2.0% | 0.12% | -4.9% |
| Q3 2015 | $1,210,000 | +15.9% | 13,657 | +48.9% | 0.12% | +15.0% |
| Q2 2015 | $1,044,000 | +7.0% | 9,172 | +7.1% | 0.11% | -0.9% |
| Q1 2015 | $976,000 | +1.8% | 8,561 | -0.4% | 0.11% | -12.9% |
| Q4 2014 | $959,000 | +3.0% | 8,594 | -1.4% | 0.12% | -24.4% |
| Q3 2014 | $931,000 | +7.6% | 8,720 | +6.0% | 0.16% | +13.1% |
| Q2 2014 | $865,000 | +1.8% | 8,225 | -3.4% | 0.14% | -20.3% |
| Q1 2014 | $850,000 | -4.1% | 8,513 | -5.1% | 0.18% | -17.3% |
| Q4 2013 | $886,000 | +7.4% | 8,975 | -2.8% | 0.22% | -6.4% |
| Q3 2013 | $825,000 | +7.7% | 9,235 | +1.3% | 0.24% | -10.0% |
| Q2 2013 | $766,000 | +9.9% | 9,112 | +7.7% | 0.26% | +12.0% |
| Q1 2013 | $697,000 | – | 8,460 | – | 0.23% | – |
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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% |