ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,227,892 | +5.8% | 32,562 | +9.0% | 0.01% | +20.0% |
| Q2 2023 | $2,105,520 | +10.5% | 29,874 | +0.2% | 0.01% | +11.1% |
| Q1 2023 | $1,904,944 | +781.9% | 29,816 | +1055.7% | 0.01% | +800.0% |
| Q4 2021 | $216,000 | -11.8% | 2,580 | -31.5% | 0.00% | 0.0% |
| Q1 2021 | $245,000 | +2.1% | 3,764 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $240,000 | -88.6% | 3,764 | -73.1% | 0.00% | -92.9% |
| Q4 2018 | $2,105,000 | -33.5% | 13,974 | -21.8% | 0.01% | -17.6% |
| Q3 2018 | $3,167,000 | +38.7% | 17,878 | +27.3% | 0.02% | +21.4% |
| Q2 2018 | $2,284,000 | +59.7% | 14,047 | +52.4% | 0.01% | +55.6% |
| Q1 2018 | $1,430,000 | +445.8% | 9,218 | +436.6% | 0.01% | +800.0% |
| Q4 2017 | $262,000 | – | 1,718 | – | 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% |