ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 413 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $10,948,000 | +24.6% | 96,081 | +22.0% | 0.11% | +19.1% |
| Q4 2014 | $8,788,000 | +43.1% | 78,745 | +37.0% | 0.09% | +9.3% |
| Q3 2014 | $6,142,000 | +3.5% | 57,497 | +1.9% | 0.09% | +3.6% |
| Q2 2014 | $5,937,000 | +5.1% | 56,437 | -0.3% | 0.08% | +1.2% |
| Q1 2014 | $5,650,000 | +16.7% | 56,587 | +15.4% | 0.08% | -1.2% |
| Q4 2013 | $4,840,000 | +13.8% | 49,015 | +3.0% | 0.08% | +5.1% |
| Q3 2013 | $4,254,000 | +9.0% | 47,603 | +2.5% | 0.08% | +1.3% |
| Q2 2013 | $3,902,000 | – | 46,450 | – | 0.08% | – |
Download | ||||||
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% |