ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $49,000 | 0.0% | 375 | -6.0% | 0.04% | -2.6% |
| Q4 2016 | $49,000 | -7.5% | 399 | -9.1% | 0.04% | -9.3% |
| Q3 2016 | $53,000 | +3.9% | 439 | 0.0% | 0.04% | +2.4% |
| Q2 2016 | $51,000 | -10.5% | 439 | -10.2% | 0.04% | -14.3% |
| Q1 2016 | $57,000 | -5.0% | 489 | -5.8% | 0.05% | -7.5% |
| Q4 2015 | $60,000 | +150.0% | 519 | +137.0% | 0.05% | +130.4% |
| Q3 2015 | $24,000 | -4.0% | 219 | 0.0% | 0.02% | +9.5% |
| Q2 2015 | $25,000 | -40.5% | 219 | -40.7% | 0.02% | -41.7% |
| Q1 2015 | $42,000 | +2.4% | 369 | 0.0% | 0.04% | +2.9% |
| Q4 2014 | $41,000 | – | 369 | – | 0.04% | – |
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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% |