ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,582,000 | +1.7% | 24,977 | -3.0% | 0.45% | -1.5% |
| Q2 2017 | $3,523,000 | +5.7% | 25,742 | +1.5% | 0.45% | -0.4% |
| Q1 2017 | $3,334,000 | +3.0% | 25,352 | -4.7% | 0.46% | -2.8% |
| Q4 2016 | $3,238,000 | +3.9% | 26,590 | +3.9% | 0.47% | +0.4% |
| Q3 2016 | $3,115,000 | +303.5% | 25,603 | +286.8% | 0.47% | +279.7% |
| Q2 2016 | $772,000 | +3.9% | 6,619 | +3.2% | 0.12% | +2.5% |
| Q1 2016 | $743,000 | -8.3% | 6,413 | -8.3% | 0.12% | -6.2% |
| Q4 2015 | $810,000 | +7.4% | 6,993 | 0.0% | 0.13% | +1.6% |
| Q3 2015 | $754,000 | -7.7% | 6,993 | -2.5% | 0.13% | +1.6% |
| Q2 2015 | $817,000 | +0.6% | 7,174 | +0.7% | 0.12% | +1.6% |
| Q1 2015 | $812,000 | +7.5% | 7,124 | +5.4% | 0.12% | +5.2% |
| Q4 2014 | $755,000 | +4.4% | 6,761 | -0.1% | 0.12% | -1.7% |
| Q3 2014 | $723,000 | -4.4% | 6,765 | -5.8% | 0.12% | -8.5% |
| Q2 2014 | $756,000 | +5.4% | 7,185 | 0.0% | 0.13% | -0.8% |
| Q1 2014 | $717,000 | +27.8% | 7,185 | +26.4% | 0.13% | +22.6% |
| Q4 2013 | $561,000 | +10.4% | 5,685 | 0.0% | 0.11% | +1.0% |
| Q3 2013 | $508,000 | +1.0% | 5,685 | -5.0% | 0.10% | -7.1% |
| Q2 2013 | $503,000 | – | 5,983 | – | 0.11% | – |
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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% |