ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $239,759 | +10.4% | 3,402 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $217,079 | +6.4% | 3,398 | +0.3% | 0.01% | -10.0% |
| Q2 2022 | $204,000 | -21.5% | 3,388 | -0.5% | 0.01% | -28.6% |
| Q1 2022 | $260,000 | +7.9% | 3,406 | +18.5% | 0.01% | +27.3% |
| Q4 2021 | $241,000 | -19.4% | 2,875 | +65.5% | 0.01% | -52.2% |
| Q1 2019 | $299,000 | +41.0% | 1,737 | +45.4% | 0.02% | +35.3% |
| Q3 2018 | $212,000 | +2.9% | 1,195 | -10.0% | 0.02% | -15.0% |
| Q1 2018 | $206,000 | – | 1,328 | – | 0.02% | – |
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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% |