ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,141,000 | +13.2% | 13,636 | 0.0% | 0.32% | +3.5% |
| Q3 2021 | $1,008,000 | +1.6% | 13,636 | 0.0% | 0.31% | +4.0% |
| Q2 2021 | $992,000 | -2.6% | 13,636 | -12.9% | 0.30% | -7.1% |
| Q1 2021 | $1,019,000 | +14.6% | 15,655 | +12.4% | 0.32% | +4.2% |
| Q4 2020 | $889,000 | -21.5% | 13,930 | +184.1% | 0.31% | -25.1% |
| Q3 2020 | $1,133,000 | +11.3% | 4,904 | 0.0% | 0.42% | +6.4% |
| Q2 2020 | $1,018,000 | +25.8% | 4,904 | 0.0% | 0.39% | +7.7% |
| Q1 2020 | $809,000 | -14.8% | 4,904 | 0.0% | 0.36% | +0.8% |
| Q4 2019 | $950,000 | +32.1% | 4,904 | +22.8% | 0.36% | +13.2% |
| Q3 2019 | $719,000 | +0.4% | 3,995 | 0.0% | 0.32% | +7.5% |
| Q2 2019 | $716,000 | +6.2% | 3,995 | +2.2% | 0.30% | +3.5% |
| Q1 2019 | $674,000 | +14.4% | 3,910 | 0.0% | 0.28% | +6.3% |
| Q4 2018 | $589,000 | -15.0% | 3,910 | 0.0% | 0.27% | -3.6% |
| Q3 2018 | $693,000 | +9.0% | 3,910 | 0.0% | 0.28% | +2.2% |
| Q2 2018 | $636,000 | +5.0% | 3,910 | 0.0% | 0.27% | +4.2% |
| Q1 2018 | $606,000 | +1.5% | 3,910 | 0.0% | 0.26% | +7.0% |
| Q4 2017 | $597,000 | +11.6% | 3,910 | 0.0% | 0.24% | +16.7% |
| Q3 2017 | $535,000 | 0.0% | 3,910 | 0.0% | 0.21% | 0.0% |
| Q2 2017 | $535,000 | +4.1% | 3,910 | 0.0% | 0.21% | +3.0% |
| Q1 2017 | $514,000 | +8.0% | 3,910 | 0.0% | 0.20% | +6.8% |
| Q4 2016 | $476,000 | 0.0% | 3,910 | 0.0% | 0.19% | -1.0% |
| Q3 2016 | $476,000 | +4.4% | 3,910 | 0.0% | 0.19% | +4.3% |
| Q2 2016 | $456,000 | +0.7% | 3,910 | 0.0% | 0.18% | +0.5% |
| Q1 2016 | $453,000 | 0.0% | 3,910 | 0.0% | 0.18% | -1.6% |
| Q4 2015 | $453,000 | +7.6% | 3,910 | 0.0% | 0.19% | +5.1% |
| Q3 2015 | $421,000 | -5.4% | 3,910 | 0.0% | 0.18% | -1.7% |
| Q2 2015 | $445,000 | -0.2% | 3,910 | 0.0% | 0.18% | -0.6% |
| Q1 2015 | $446,000 | +2.3% | 3,910 | 0.0% | 0.18% | +1.7% |
| Q4 2014 | $436,000 | +4.3% | 3,910 | 0.0% | 0.18% | +1.7% |
| Q3 2014 | $418,000 | +1.7% | 3,910 | 0.0% | 0.18% | +2.3% |
| Q2 2014 | $411,000 | +5.4% | 3,910 | 0.0% | 0.17% | +1.2% |
| Q1 2014 | $390,000 | +1.0% | 3,910 | 0.0% | 0.17% | +1.2% |
| Q4 2013 | $386,000 | +10.6% | 3,910 | 0.0% | 0.17% | +8.4% |
| Q3 2013 | $349,000 | +6.4% | 3,910 | 0.0% | 0.15% | +6.2% |
| Q2 2013 | $328,000 | – | 3,910 | – | 0.14% | – |
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% |