ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273 | -3.2% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $282 | +10.6% | 3,997 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $255 | +9.0% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $234 | -99.9% | 3,997 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $231,000 | -4.1% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $241,000 | -21.0% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $305,000 | -8.7% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $334,000 | +13.2% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $295,000 | -8.1% | 3,997 | -9.3% | 0.00% | 0.0% |
| Q2 2021 | $321,000 | +11.8% | 4,408 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $287,000 | +2.1% | 4,408 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $281,000 | +10.2% | 4,408 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $255,000 | +11.4% | 1,102 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | -0.4% | 1,102 | -20.8% | 0.00% | 0.0% |
| Q1 2020 | $230,000 | -20.1% | 1,392 | -6.3% | 0.00% | 0.0% |
| Q4 2019 | $288,000 | +14.7% | 1,486 | +6.8% | 0.00% | 0.0% |
| Q3 2019 | $251,000 | +0.4% | 1,392 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $250,000 | +4.2% | 1,392 | 0.0% | 0.00% | +50.0% |
| Q1 2019 | $240,000 | – | 1,392 | – | 0.00% | – |
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% |