ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 413 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $326,000 | +4.5% | 1,682 | -2.9% | 0.32% | +0.6% |
| Q3 2019 | $312,000 | +0.6% | 1,732 | 0.0% | 0.32% | +8.1% |
| Q2 2019 | $310,000 | +3.7% | 1,732 | 0.0% | 0.30% | +4.9% |
| Q1 2019 | $299,000 | +14.6% | 1,732 | 0.0% | 0.28% | +6.0% |
| Q4 2018 | $261,000 | -15.0% | 1,732 | 0.0% | 0.27% | -2.9% |
| Q3 2018 | $307,000 | +8.9% | 1,732 | 0.0% | 0.28% | +6.2% |
| Q2 2018 | $282,000 | -3.4% | 1,732 | -8.0% | 0.26% | -9.1% |
| Q1 2018 | $292,000 | +1.4% | 1,882 | 0.0% | 0.29% | +9.6% |
| Q4 2017 | $288,000 | +6.7% | 1,882 | 0.0% | 0.26% | 0.0% |
| Q3 2017 | $270,000 | +4.7% | 1,882 | 0.0% | 0.26% | +5.2% |
| Q2 2017 | $258,000 | +11.2% | 1,882 | +6.6% | 0.25% | +7.8% |
| Q1 2017 | $232,000 | -10.1% | 1,765 | -16.5% | 0.23% | -14.8% |
| Q4 2016 | $258,000 | +0.4% | 2,115 | 0.0% | 0.27% | +6.7% |
| Q3 2016 | $257,000 | +0.4% | 2,115 | -3.9% | 0.25% | -1.9% |
| Q2 2016 | $256,000 | -90.4% | 2,200 | -92.1% | 0.26% | -81.6% |
| Q1 2016 | $2,653,000 | +940.4% | 27,920 | +1169.1% | 1.40% | +384.5% |
| Q4 2015 | $255,000 | +7.6% | 2,200 | 0.0% | 0.29% | +2.1% |
| Q3 2015 | $237,000 | -43.8% | 2,200 | -40.7% | 0.28% | -34.6% |
| Q2 2015 | $422,000 | -0.2% | 3,710 | 0.0% | 0.43% | +3.8% |
| Q1 2015 | $423,000 | -12.6% | 3,710 | -18.2% | 0.42% | +3.7% |
| Q3 2014 | $484,000 | -52.6% | 4,535 | -58.5% | 0.40% | -1.5% |
| Q2 2014 | $1,022,000 | +109.0% | 10,935 | +123.2% | 0.41% | +3.5% |
| Q1 2014 | $489,000 | +1.0% | 4,900 | 0.0% | 0.40% | +1.8% |
| Q4 2013 | $484,000 | +10.5% | 4,900 | 0.0% | 0.39% | +8.7% |
| Q3 2013 | $438,000 | -13.6% | 4,900 | -18.8% | 0.36% | -16.6% |
| Q2 2013 | $507,000 | – | 6,035 | – | 0.43% | – |
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% |