ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 280 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $6,667,000 | -6.7% | 61,848 | -1.5% | 0.15% | +66.7% |
| Q2 2015 | $7,146,000 | -3.2% | 62,758 | -3.1% | 0.09% | -7.2% |
| Q1 2015 | $7,379,000 | -2.5% | 64,758 | -4.5% | 0.10% | +51.6% |
| Q4 2014 | $7,566,000 | +5.9% | 67,797 | +1.3% | 0.06% | +4.9% |
| Q3 2014 | $7,146,000 | +0.8% | 66,894 | -0.8% | 0.06% | -79.5% |
| Q2 2014 | $7,092,000 | +4.0% | 67,419 | -1.3% | 0.30% | -1.3% |
| Q1 2014 | $6,818,000 | +0.1% | 68,292 | -1.0% | 0.30% | +74.6% |
| Q4 2013 | $6,813,000 | +0.4% | 68,994 | -9.1% | 0.17% | -12.2% |
| Q3 2013 | $6,784,000 | -3.5% | 75,920 | -9.3% | 0.20% | +97.0% |
| Q2 2013 | $7,029,000 | – | 83,674 | – | 0.10% | – |
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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% |