ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $164,000 | +8.6% | 928 | 0.0% | 0.07% | +2.8% |
| Q2 2018 | $151,000 | +4.9% | 928 | 0.0% | 0.07% | -1.4% |
| Q1 2018 | $144,000 | +1.4% | 928 | 0.0% | 0.07% | -17.0% |
| Q4 2017 | $142,000 | +6.8% | 928 | 0.0% | 0.09% | +1.1% |
| Q3 2017 | $133,000 | +30.4% | 928 | -2.3% | 0.09% | -31.5% |
| Q3 2015 | $102,000 | -13.6% | 950 | 0.0% | 0.13% | -0.8% |
| Q2 2015 | $118,000 | +9.3% | 950 | 0.0% | 0.13% | +16.4% |
| Q1 2015 | $108,000 | -6.9% | 950 | 0.0% | 0.11% | -10.6% |
| Q4 2014 | $116,000 | – | 950 | – | 0.12% | – |
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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% |