ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $242,000 | 0.0% | 3,323 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $242,000 | +14.7% | 3,323 | +2.5% | 0.00% | 0.0% |
| Q1 2021 | $211,000 | +441.0% | 3,241 | +1504.5% | 0.00% | +200.0% |
| Q4 2019 | $39,000 | +8.3% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | -71.4% | 202 | -71.3% | 0.00% | -75.0% |
| Q2 2019 | $126,000 | +186.4% | 704 | +178.3% | 0.00% | +300.0% |
| Q1 2019 | $44,000 | -93.1% | 253 | -94.0% | 0.00% | -95.5% |
| Q4 2018 | $635,000 | +166.8% | 4,214 | +214.2% | 0.02% | +214.3% |
| Q3 2018 | $238,000 | +395.8% | 1,341 | +357.7% | 0.01% | +250.0% |
| Q2 2018 | $48,000 | +4.3% | 293 | -0.3% | 0.00% | +100.0% |
| Q1 2018 | $46,000 | +2.2% | 294 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $45,000 | -45.1% | 294 | -48.7% | 0.00% | -66.7% |
| Q3 2017 | $82,000 | +17.1% | 573 | +11.3% | 0.00% | 0.0% |
| Q2 2017 | $70,000 | +2.9% | 515 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $68,000 | -17.1% | 515 | -23.1% | 0.00% | 0.0% |
| Q4 2016 | $82,000 | +12.3% | 670 | +12.2% | 0.00% | 0.0% |
| Q3 2016 | $73,000 | -99.5% | 597 | -99.6% | 0.00% | -99.6% |
| Q2 2016 | $15,776,000 | -3.0% | 135,320 | -3.6% | 0.67% | -3.7% |
| Q1 2016 | $16,269,000 | -5.4% | 140,384 | -5.5% | 0.70% | -6.3% |
| Q4 2015 | $17,204,000 | +3240.6% | 148,568 | +3012.0% | 0.74% | +3281.8% |
| Q3 2015 | $515,000 | -97.8% | 4,774 | -97.7% | 0.02% | -97.6% |
| Q2 2015 | $23,620,000 | +10.2% | 207,452 | +10.3% | 0.91% | +12.7% |
| Q1 2015 | $21,437,000 | +6.9% | 188,124 | +4.7% | 0.81% | +6.2% |
| Q4 2014 | $20,045,000 | -38.9% | 179,611 | -41.5% | 0.76% | -38.9% |
| Q3 2014 | $32,812,000 | -1.5% | 307,172 | -3.0% | 1.25% | +0.8% |
| Q2 2014 | $33,317,000 | +10.3% | 316,731 | +4.6% | 1.24% | +6.3% |
| Q1 2014 | $30,218,000 | +6.6% | 302,669 | +5.4% | 1.16% | +6.5% |
| Q4 2013 | $28,346,000 | +16.8% | 287,045 | +5.7% | 1.09% | +11.9% |
| Q3 2013 | $24,266,000 | +7.3% | 271,554 | +0.9% | 0.98% | +2.8% |
| Q2 2013 | $22,612,000 | – | 269,163 | – | 0.95% | – |
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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% |