ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $3,739,000 | -5.3% | 34,688 | 0.0% | 0.28% | +1.5% |
| Q2 2015 | $3,950,000 | -0.1% | 34,688 | 0.0% | 0.28% | -5.2% |
| Q1 2015 | $3,953,000 | +2.1% | 34,688 | 0.0% | 0.29% | +3.9% |
| Q4 2014 | $3,871,000 | +4.5% | 34,688 | 0.0% | 0.28% | +7.7% |
| Q3 2014 | $3,705,000 | +1.5% | 34,688 | 0.0% | 0.26% | +2.4% |
| Q2 2014 | $3,649,000 | +5.4% | 34,688 | 0.0% | 0.25% | +14.0% |
| Q1 2014 | $3,463,000 | +1.1% | 34,688 | 0.0% | 0.22% | +3.3% |
| Q4 2013 | $3,425,000 | +10.5% | 34,688 | 0.0% | 0.22% | +12.0% |
| Q3 2013 | $3,100,000 | +6.4% | 34,688 | 0.0% | 0.19% | +12.3% |
| Q2 2013 | $2,914,000 | – | 34,688 | – | 0.17% | – |
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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% |