FundX Investment Group, LLC - ISHARES TR ownership

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
FundX Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$384,000
-61.0%
4,595
-65.5%
0.09%
-80.0%
Q3 2021$984,000
+239.3%
13,319
+851.4%
0.46%
+278.0%
Q2 2020$290,000
+25.5%
1,4000.0%0.12%
+44.7%
Q1 2020$231,000
-14.8%
1,4000.0%0.08%
+16.4%
Q4 2019$271,000
-26.2%
1,400
-31.3%
0.07%
-43.8%
Q3 2019$367,000
-97.2%
2,039
-97.2%
0.13%
-97.6%
Q2 2019$13,092,000
+5.3%
73,043
+1.2%
5.41%
+28.2%
Q1 2019$12,435,000
-6.0%
72,145
-17.8%
4.22%
-14.3%
Q4 2018$13,225,000
+162.0%
87,774
+208.1%
4.92%
+76.8%
Q3 2018$5,048,000
+10.9%
28,492
+1.8%
2.78%
+23.5%
Q2 2018$4,553,000
+4.9%
28,0000.0%2.25%
-1.1%
Q1 2018$4,342,000
-91.2%
28,000
-93.4%
2.28%
-81.5%
Q1 2016$49,391,000
-4.0%
426,187
-4.1%
12.30%
-27.4%
Q4 2015$51,460,000
+16.0%
444,387
+8.0%
16.93%
-22.4%
Q3 2015$44,375,000
-5.1%
411,646
+0.2%
21.83%
+12.6%
Q2 2015$46,778,000
+0.4%
410,836
+0.5%
19.38%
+34.8%
Q1 2015$46,602,000
-5.4%
408,970
-7.3%
14.38%
-2.7%
Q4 2014$49,245,000441,26614.77%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders