ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 350 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $894,000 | -50.0% | 7,858 | -49.9% | 0.10% | -73.2% |
| Q1 2015 | $1,789,000 | +38.1% | 15,698 | +35.3% | 0.36% | +41.5% |
| Q4 2014 | $1,295,000 | -20.8% | 11,603 | -24.2% | 0.26% | -26.5% |
| Q3 2014 | $1,635,000 | -1.6% | 15,310 | -3.1% | 0.35% | +5.1% |
| Q2 2014 | $1,662,000 | -0.9% | 15,797 | -6.0% | 0.33% | +2.8% |
| Q1 2014 | $1,677,000 | -20.1% | 16,798 | -21.0% | 0.32% | -18.8% |
| Q4 2013 | $2,099,000 | +7.1% | 21,256 | -3.1% | 0.40% | +2.6% |
| Q3 2013 | $1,960,000 | +78.5% | 21,934 | +67.8% | 0.39% | +63.9% |
| Q2 2013 | $1,098,000 | – | 13,073 | – | 0.24% | – |
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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% |