ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 350 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $13,348,000 | +86.7% | 109,592 | +86.5% | 0.43% | +77.1% |
Q3 2016 | $7,150,000 | +4.1% | 58,770 | -0.3% | 0.24% | -0.8% |
Q2 2016 | $6,870,000 | -9.3% | 58,934 | -9.8% | 0.25% | -22.3% |
Q1 2016 | $7,571,000 | -3.7% | 65,328 | -3.8% | 0.32% | -10.9% |
Q4 2015 | $7,860,000 | +185.6% | 67,879 | +165.9% | 0.36% | +66.0% |
Q3 2015 | $2,752,000 | -2.2% | 25,529 | +3.3% | 0.22% | +7.5% |
Q2 2015 | $2,814,000 | +6.0% | 24,712 | +6.1% | 0.20% | +7.5% |
Q1 2015 | $2,655,000 | +152.1% | 23,298 | +146.9% | 0.19% | +63.2% |
Q4 2014 | $1,053,000 | +42.7% | 9,437 | +36.6% | 0.11% | +28.1% |
Q3 2014 | $738,000 | -7.5% | 6,906 | -9.0% | 0.09% | -16.8% |
Q2 2014 | $798,000 | -71.1% | 7,590 | -72.5% | 0.11% | -46.5% |
Q1 2014 | $2,758,000 | +120.6% | 27,624 | +118.3% | 0.20% | +4.7% |
Q4 2013 | $1,250,000 | +19.3% | 12,656 | +8.0% | 0.19% | +4.4% |
Q3 2013 | $1,048,000 | +18.6% | 11,723 | +11.4% | 0.18% | +3.4% |
Q2 2013 | $884,000 | – | 10,528 | – | 0.18% | – |
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% |