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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $1,536,000 | -99.9% | 13,264 | -14.3% | 0.84% | -10.5% |
| Q1 2015 | $1,763,946,000 | -11.8% | 15,480 | -13.7% | 0.93% | -0.6% |
| Q4 2014 | $2,000,876,000 | +187.3% | 17,929 | +175.0% | 0.94% | +109.4% |
| Q3 2014 | $696,466,000 | -63.6% | 6,520 | -64.2% | 0.45% | -53.6% |
| Q2 2014 | $1,913,721,000 | +907.2% | 18,193 | +856.0% | 0.97% | +1012.6% |
| Q1 2014 | $189,995,000 | +2760.9% | 1,903 | -97.2% | 0.09% | -97.6% |
| Q4 2013 | $6,641,000 | – | 67,266 | – | 3.67% | – |
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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% |