ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
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. | 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% |