ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,997 | -2.9% | 3,040 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $214,259 | -53.9% | 3,040 | -6.3% | 0.01% | -75.0% |
| Q3 2017 | $465,000 | -8.5% | 3,245 | -12.5% | 0.05% | -10.3% |
| Q2 2017 | $508,000 | +23.3% | 3,710 | +18.3% | 0.06% | +18.4% |
| Q1 2017 | $412,000 | +7.9% | 3,136 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $382,000 | -7.1% | 3,136 | -7.1% | 0.05% | -16.9% |
| Q3 2016 | $411,000 | +4.3% | 3,376 | 0.0% | 0.06% | -1.7% |
| Q2 2016 | $394,000 | +0.8% | 3,376 | 0.0% | 0.06% | -1.6% |
| Q1 2016 | $391,000 | 0.0% | 3,376 | 0.0% | 0.06% | -6.2% |
| Q4 2015 | $391,000 | +7.4% | 3,376 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $364,000 | -5.2% | 3,376 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $384,000 | +4.3% | 3,376 | +4.6% | 0.06% | +4.8% |
| Q1 2015 | $368,000 | +2.2% | 3,229 | 0.0% | 0.06% | 0.0% |
| Q4 2014 | $360,000 | +10.8% | 3,229 | +6.1% | 0.06% | +3.3% |
| Q3 2014 | $325,000 | -14.2% | 3,044 | -15.6% | 0.06% | -14.3% |
| Q2 2014 | $379,000 | -1.6% | 3,607 | -6.5% | 0.07% | -5.4% |
| Q1 2014 | $385,000 | -9.6% | 3,857 | -10.6% | 0.07% | -7.5% |
| Q4 2013 | $426,000 | +4.9% | 4,316 | -5.0% | 0.08% | -18.4% |
| Q3 2013 | $406,000 | +6.6% | 4,541 | 0.0% | 0.10% | -6.7% |
| Q2 2013 | $381,000 | – | 4,541 | – | 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% |