ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,000 | 0.0% | 31 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 31 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $5,000 | -16.7% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -80.8% | 31 | -78.9% | 0.00% | -77.8% |
| Q3 2018 | $26,000 | +420.0% | 147 | +374.2% | 0.02% | +350.0% |
| Q2 2018 | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | +25.0% | 31 | 0.0% | 0.00% | +33.3% |
| Q3 2017 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -60.0% | 31 | -59.7% | 0.00% | -57.1% |
| Q1 2017 | $10,000 | – | 77 | – | 0.01% | – |
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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% |