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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $536,000 | +14.0% | 3,916 | +9.6% | 0.02% | +15.4% |
| Q1 2017 | $470,000 | +45.1% | 3,573 | +34.2% | 0.01% | +62.5% |
| Q4 2016 | $324,000 | -35.3% | 2,662 | -35.3% | 0.01% | -33.3% |
| Q3 2016 | $501,000 | -54.0% | 4,116 | -55.9% | 0.01% | -47.8% |
| Q2 2016 | $1,088,000 | +37.2% | 9,333 | +36.4% | 0.02% | +4.5% |
| Q1 2016 | $793,000 | -34.5% | 6,842 | -34.5% | 0.02% | +4.8% |
| Q4 2015 | $1,210,000 | +397.9% | 10,453 | +363.5% | 0.02% | +425.0% |
| Q3 2015 | $243,000 | -51.0% | 2,255 | -48.2% | 0.00% | -55.6% |
| Q2 2015 | $496,000 | -78.3% | 4,357 | -78.3% | 0.01% | -80.4% |
| Q1 2015 | $2,284,000 | +10.5% | 20,045 | +8.2% | 0.05% | +35.3% |
| Q4 2014 | $2,067,000 | +622.7% | 18,520 | +477.8% | 0.03% | +750.0% |
| Q3 2013 | $286,000 | – | 3,205 | – | 0.00% | – |
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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% |