ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,305 | -4.1% | 5,193 | -1.2% | 0.04% | 0.0% |
| Q2 2023 | $370,584 | +11.3% | 5,258 | +0.9% | 0.04% | +8.6% |
| Q1 2023 | $333,059 | +15.2% | 5,213 | +5.5% | 0.04% | +6.1% |
| Q4 2022 | $289,166 | +1.1% | 4,943 | 0.0% | 0.03% | -8.3% |
| Q3 2022 | $286,000 | +5.5% | 4,943 | +10.0% | 0.04% | +9.1% |
| Q2 2022 | $271,000 | -21.0% | 4,493 | 0.0% | 0.03% | -17.5% |
| Q1 2022 | $343,000 | -8.8% | 4,493 | 0.0% | 0.04% | -16.7% |
| Q4 2021 | $376,000 | +13.3% | 4,493 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $332,000 | +1.5% | 4,493 | 0.0% | 0.05% | -5.9% |
| Q2 2021 | $327,000 | +14.3% | 4,493 | +2.5% | 0.05% | +4.1% |
| Q1 2021 | $286,000 | +11.3% | 4,385 | +9.1% | 0.05% | +2.1% |
| Q4 2020 | $257,000 | +110.7% | 4,020 | +302.0% | 0.05% | +37.1% |
| Q3 2016 | $122,000 | -66.2% | 1,000 | -67.7% | 0.04% | -67.6% |
| Q2 2016 | $361,000 | – | 3,100 | – | 0.11% | – |
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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% |