ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,202 | -2.9% | 5,352 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $377,228 | +10.3% | 5,352 | 0.0% | 0.04% | +4.8% |
| Q1 2023 | $341,956 | +9.2% | 5,352 | 0.0% | 0.04% | +16.7% |
| Q4 2022 | $313,108 | +1.0% | 5,352 | 0.0% | 0.04% | -16.3% |
| Q3 2022 | $310,000 | -4.0% | 5,352 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $323,000 | -21.0% | 5,352 | 0.0% | 0.04% | -10.6% |
| Q1 2022 | $409,000 | -8.7% | 5,352 | 0.0% | 0.05% | -6.0% |
| Q4 2021 | $448,000 | +13.1% | 5,352 | 0.0% | 0.05% | +4.2% |
| Q3 2021 | $396,000 | +1.8% | 5,352 | 0.0% | 0.05% | +4.3% |
| Q2 2021 | $389,000 | +11.8% | 5,352 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $348,000 | +1.8% | 5,352 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $342,000 | +10.7% | 5,352 | +300.0% | 0.05% | 0.0% |
| Q3 2020 | $309,000 | +11.2% | 1,338 | 0.0% | 0.05% | +6.8% |
| Q2 2020 | $278,000 | +25.8% | 1,338 | 0.0% | 0.04% | +10.0% |
| Q1 2020 | $221,000 | -14.7% | 1,338 | 0.0% | 0.04% | +5.3% |
| Q4 2019 | $259,000 | +7.5% | 1,338 | 0.0% | 0.04% | +2.7% |
| Q3 2019 | $241,000 | +0.4% | 1,338 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $240,000 | +3.9% | 1,338 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $231,000 | +14.4% | 1,338 | 0.0% | 0.04% | +23.3% |
| Q4 2018 | $202,000 | -14.8% | 1,338 | 0.0% | 0.03% | -3.2% |
| Q3 2018 | $237,000 | +8.7% | 1,338 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $218,000 | -50.5% | 1,338 | -52.9% | 0.03% | -52.2% |
| Q1 2018 | $440,000 | -99.9% | 2,838 | 0.0% | 0.07% | -2.9% |
| Q4 2017 | $434,000,000 | – | 2,838 | – | 0.07% | – |
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% |