ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $97,405 | -6.5% | 1,297 | -14.8% | 0.00% | -25.0% |
| Q3 2023 | $104,135 | +3.7% | 1,522 | +6.8% | 0.00% | 0.0% |
| Q2 2023 | $100,434 | +10.3% | 1,425 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $91,043 | +103358.0% | 1,425 | -5.0% | 0.00% | -25.0% |
| Q4 2022 | $88 | -100.0% | 1,500 | -62.2% | 0.00% | -60.0% |
| Q3 2022 | $230,000 | +152.7% | 3,968 | +164.5% | 0.01% | +150.0% |
| Q2 2022 | $91,000 | -33.6% | 1,500 | -16.7% | 0.00% | -20.0% |
| Q1 2022 | $137,000 | -11.6% | 1,800 | -3.0% | 0.01% | -16.7% |
| Q4 2021 | $155,000 | +6.9% | 1,856 | -5.1% | 0.01% | 0.0% |
| Q3 2021 | $145,000 | -26.8% | 1,956 | -28.0% | 0.01% | -25.0% |
| Q2 2021 | $198,000 | +11.2% | 2,716 | -0.9% | 0.01% | 0.0% |
| Q1 2021 | $178,000 | +1.7% | 2,740 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $175,000 | +10.8% | 2,740 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $158,000 | +11.3% | 685 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $142,000 | +25.7% | 685 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $113,000 | -32.7% | 685 | -20.9% | 0.01% | -10.0% |
| Q4 2019 | $168,000 | +7.7% | 866 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $156,000 | +0.6% | 866 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $155,000 | -99.9% | 866 | -18.8% | 0.01% | -15.4% |
| Q1 2019 | $183,736,000 | +14.4% | 1,066 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $160,614,000 | +141.1% | 1,066 | +183.5% | 0.01% | +180.0% |
| Q3 2018 | $66,616,000 | +9.0% | 376 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $61,141,000 | +4.9% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $58,306,000 | -75.8% | 376 | -76.1% | 0.01% | -75.0% |
| Q4 2017 | $240,766,000 | +39.9% | 1,576 | +31.3% | 0.02% | +42.9% |
| Q3 2017 | $172,104,000 | +4.8% | 1,200 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $164,220,000 | +758.8% | 1,200 | +627.3% | 0.02% | +400.0% |
| Q1 2016 | $19,122,000 | -55.4% | 165 | -62.0% | 0.00% | -92.3% |
| Q4 2013 | $42,858,000 | – | 434 | – | 0.04% | – |
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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% |