ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $231,000 | +13.2% | 2,761 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $204,000 | -2.9% | 2,761 | -4.5% | 0.01% | -7.7% |
| Q2 2021 | $210,000 | -2.3% | 2,892 | -12.3% | 0.01% | -7.1% |
| Q1 2021 | $215,000 | -18.3% | 3,299 | -20.1% | 0.01% | -22.2% |
| Q4 2020 | $263,000 | +6.0% | 4,128 | +284.7% | 0.02% | -5.3% |
| Q3 2020 | $248,000 | +11.2% | 1,073 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $223,000 | +7.2% | 1,073 | 0.0% | 0.02% | -5.3% |
| Q4 2019 | $208,000 | -17.5% | 1,073 | -38.9% | 0.02% | -29.6% |
| Q3 2017 | $252,000 | 0.0% | 1,755 | -4.7% | 0.03% | -6.9% |
| Q2 2017 | $252,000 | -11.3% | 1,841 | -14.7% | 0.03% | -21.6% |
| Q1 2017 | $284,000 | -44.9% | 2,159 | -48.9% | 0.04% | -47.9% |
| Q4 2016 | $515,000 | +0.2% | 4,226 | 0.0% | 0.07% | -9.0% |
| Q3 2016 | $514,000 | +4.3% | 4,226 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $493,000 | -17.8% | 4,226 | -18.4% | 0.08% | -14.3% |
| Q1 2016 | $600,000 | 0.0% | 5,181 | 0.0% | 0.09% | -5.2% |
| Q4 2015 | $600,000 | +7.3% | 5,181 | 0.0% | 0.10% | +7.9% |
| Q3 2015 | $559,000 | -10.4% | 5,181 | -5.5% | 0.09% | -11.9% |
| Q2 2015 | $624,000 | -0.2% | 5,481 | 0.0% | 0.10% | -1.0% |
| Q1 2015 | $625,000 | -4.0% | 5,481 | -6.1% | 0.10% | -8.9% |
| Q4 2014 | $651,000 | +1.4% | 5,836 | -3.0% | 0.11% | +4.7% |
| Q3 2014 | $642,000 | -2.1% | 6,014 | -3.6% | 0.11% | -13.7% |
| Q2 2014 | $656,000 | +5.3% | 6,239 | 0.0% | 0.12% | -1.6% |
| Q1 2014 | $623,000 | -6.9% | 6,239 | -7.9% | 0.13% | -11.3% |
| Q4 2013 | $669,000 | +10.6% | 6,771 | 0.0% | 0.14% | +36.5% |
| Q3 2013 | $605,000 | +1.2% | 6,771 | -4.9% | 0.10% | -37.0% |
| Q2 2013 | $598,000 | – | 7,120 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 175,092 | $13,149 | 4.80% |
| Dentgroup LLC | 19,780 | $1,485,509 | 1.32% |
| Baron Wealth Management LLC | 31,276 | $2,348,865 | 1.29% |
| First Financial Bank - Trust Division | 105,221 | $7,902,191 | 0.80% |
| Bromfield Sneider Wealth Advisors | 15,274 | $1,147,109 | 0.78% |
| Montecito Bank & Trust | 26,289 | $1,974,304 | 0.42% |
| WealthPLAN Partners, LLC | 52,713 | $3,958,764 | 0.41% |
| Riverwater Partners LLC | 2,750 | $206,525 | 0.16% |
| High Net Worth Advisory Group LLC | 4,000 | $300,400 | 0.11% |
| Founders Capital Management | 1,389 | $104,314 | 0.08% |