ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 346 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.77 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2016 | $17,905,000 | -53.3% | 153,586 | -53.5% | 3.30% | -43.9% |
Q1 2016 | $38,304,000 | -13.3% | 330,518 | -13.3% | 5.89% | -8.3% |
Q4 2015 | $44,165,000 | -65.7% | 381,393 | -68.1% | 6.42% | -46.0% |
Q3 2015 | $128,944,000 | -1.4% | 1,196,144 | +4.1% | 11.89% | +9.3% |
Q2 2015 | $130,823,000 | +6.1% | 1,148,990 | +6.2% | 10.88% | -3.9% |
Q1 2015 | $123,336,000 | +2.1% | 1,082,384 | +0.0% | 11.31% | +8.7% |
Q4 2014 | $120,749,000 | -8.8% | 1,081,988 | -12.8% | 10.41% | -11.7% |
Q3 2014 | $132,469,000 | +6.5% | 1,240,178 | +4.9% | 11.79% | -1.8% |
Q2 2014 | $124,413,000 | +37.5% | 1,182,755 | +30.5% | 12.00% | +22.4% |
Q1 2014 | $90,462,000 | +6.7% | 906,241 | +5.6% | 9.81% | -24.9% |
Q4 2013 | $84,769,000 | +23.1% | 858,518 | +6.3% | 13.06% | +10.4% |
Q3 2013 | $68,836,000 | +2.4% | 807,912 | +0.9% | 11.83% | +5.3% |
Q2 2013 | $67,194,000 | – | 800,565 | – | 11.24% | – |
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% |