ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $462,000 | -94.2% | 3,961 | -94.3% | 0.08% | -91.0% |
| Q1 2016 | $8,003,000 | +7.4% | 69,055 | +7.3% | 0.84% | +5.8% |
| Q4 2015 | $7,454,000 | +28.1% | 64,368 | +19.3% | 0.80% | +20.6% |
| Q3 2015 | $5,817,000 | -1.9% | 53,963 | +3.6% | 0.66% | +4.9% |
| Q2 2015 | $5,932,000 | +2.5% | 52,096 | +2.6% | 0.63% | +1.1% |
| Q1 2015 | $5,787,000 | -28.9% | 50,784 | -30.3% | 0.62% | -32.4% |
| Q4 2014 | $8,134,000 | +39.9% | 72,890 | +33.9% | 0.92% | +31.3% |
| Q3 2014 | $5,815,000 | +12.7% | 54,434 | +10.9% | 0.70% | +8.0% |
| Q2 2014 | $5,162,000 | +52.5% | 49,076 | +44.8% | 0.65% | +35.4% |
| Q1 2014 | $3,384,000 | -58.6% | 33,892 | -59.0% | 0.48% | -23.8% |
| Q4 2013 | $8,170,000 | +311.0% | 82,728 | +271.9% | 0.63% | +81.2% |
| Q3 2013 | $1,988,000 | +11.8% | 22,246 | +5.1% | 0.35% | -1.1% |
| Q2 2013 | $1,778,000 | – | 21,161 | – | 0.35% | – |
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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% |