ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 613 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,203,466 | +79505.0% | 32,205 | -18.0% | 0.11% | -18.5% |
Q2 2023 | $2,768 | +11.4% | 39,278 | +1.0% | 0.13% | +3.2% |
Q1 2023 | $2,484 | +83.9% | 38,878 | +68.4% | 0.13% | +70.3% |
Q4 2022 | $1,351 | -99.7% | 23,092 | +165.0% | 0.07% | +124.2% |
Q3 2022 | $504,000 | -4.2% | 8,715 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $526,000 | -33.3% | 8,715 | -15.6% | 0.03% | -17.5% |
Q1 2022 | $789,000 | +2.6% | 10,329 | +12.4% | 0.04% | +2.6% |
Q4 2021 | $769,000 | +13.3% | 9,192 | 0.0% | 0.04% | +2.6% |
Q3 2021 | $679,000 | -17.7% | 9,192 | -19.0% | 0.04% | -17.4% |
Q2 2021 | $825,000 | +3.6% | 11,350 | -7.2% | 0.05% | -6.1% |
Q1 2021 | $796,000 | -1.5% | 12,225 | -3.5% | 0.05% | -12.5% |
Q4 2020 | $808,000 | +10.4% | 12,668 | +300.0% | 0.06% | -5.1% |
Q3 2020 | $732,000 | +8.0% | 3,167 | -3.1% | 0.06% | 0.0% |
Q2 2020 | $678,000 | +25.6% | 3,270 | 0.0% | 0.06% | +1.7% |
Q1 2020 | $540,000 | -14.7% | 3,270 | 0.0% | 0.06% | -6.5% |
Q4 2019 | $633,000 | +3.1% | 3,270 | -4.2% | 0.06% | -3.1% |
Q3 2019 | $614,000 | +3.7% | 3,413 | +3.3% | 0.06% | +1.6% |
Q2 2019 | $592,000 | +4.0% | 3,303 | 0.0% | 0.06% | -4.5% |
Q1 2019 | $569,000 | +4.4% | 3,303 | -8.7% | 0.07% | +4.8% |
Q4 2018 | $545,000 | -15.0% | 3,618 | 0.0% | 0.06% | -6.0% |
Q3 2018 | $641,000 | +9.0% | 3,618 | 0.0% | 0.07% | +3.1% |
Q2 2018 | $588,000 | +4.8% | 3,618 | 0.0% | 0.06% | -1.5% |
Q1 2018 | $561,000 | +1.4% | 3,618 | 0.0% | 0.07% | 0.0% |
Q4 2017 | $553,000 | +16.7% | 3,618 | +9.5% | 0.07% | +8.2% |
Q3 2017 | $474,000 | -44.7% | 3,303 | -47.3% | 0.06% | -43.0% |
Q2 2017 | $857,000 | -14.1% | 6,265 | -17.5% | 0.11% | -18.9% |
Q1 2017 | $998,000 | +17.6% | 7,590 | +8.9% | 0.13% | +1.5% |
Q4 2016 | $849,000 | +0.1% | 6,969 | 0.0% | 0.13% | -5.8% |
Q3 2016 | $848,000 | +4.4% | 6,969 | 0.0% | 0.14% | -1.4% |
Q2 2016 | $812,000 | +4.4% | 6,969 | +3.8% | 0.14% | -4.1% |
Q1 2016 | $778,000 | -2.1% | 6,713 | -2.3% | 0.15% | -13.1% |
Q4 2015 | $795,000 | +47.5% | 6,868 | +37.3% | 0.17% | +27.3% |
Q3 2015 | $539,000 | -5.4% | 5,002 | 0.0% | 0.13% | 0.0% |
Q2 2015 | $570,000 | +3.3% | 5,002 | +3.2% | 0.13% | +2.3% |
Q1 2015 | $552,000 | -8.6% | 4,847 | -10.4% | 0.13% | -18.4% |
Q4 2014 | $604,000 | -2.4% | 5,412 | -6.6% | 0.16% | -8.1% |
Q3 2014 | $619,000 | +1.6% | 5,793 | 0.0% | 0.17% | 0.0% |
Q2 2014 | $609,000 | +5.4% | 5,793 | 0.0% | 0.17% | -2.3% |
Q1 2014 | $578,000 | +1.0% | 5,793 | 0.0% | 0.18% | +3.5% |
Q4 2013 | $572,000 | +10.4% | 5,793 | 0.0% | 0.17% | +1.2% |
Q3 2013 | $518,000 | +6.4% | 5,793 | 0.0% | 0.17% | +1.8% |
Q2 2013 | $487,000 | – | 5,793 | – | 0.16% | – |
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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% |