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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $398,000 | +92.3% | 3,431 | +84.7% | 0.08% | +87.5% |
| Q4 2014 | $207,000 | -37.7% | 1,858 | -40.2% | 0.04% | -38.5% |
| Q3 2014 | $332,000 | +0.6% | 3,108 | -0.8% | 0.06% | 0.0% |
| Q2 2014 | $330,000 | -3.8% | 3,133 | -8.7% | 0.06% | -8.5% |
| Q1 2014 | $343,000 | -4.5% | 3,433 | -5.5% | 0.07% | -6.6% |
| Q4 2013 | $359,000 | +10.5% | 3,633 | 0.0% | 0.08% | +4.1% |
| Q3 2013 | $325,000 | +0.9% | 3,633 | -5.2% | 0.07% | -2.7% |
| Q2 2013 | $322,000 | – | 3,833 | – | 0.08% | – |
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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% |