ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $92,000 | +26.0% | 444 | 0.0% | 0.03% | +12.0% |
| Q1 2020 | $73,000 | -15.1% | 444 | 0.0% | 0.02% | +4.2% |
| Q4 2019 | $86,000 | +8.9% | 444 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $79,000 | 0.0% | 444 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $79,000 | -80.4% | 444 | -81.0% | 0.02% | -81.0% |
| Q1 2019 | $403,000 | +12.6% | 2,339 | -1.6% | 0.13% | +5.0% |
| Q4 2018 | $358,000 | -13.9% | 2,377 | +1.6% | 0.12% | -3.2% |
| Q3 2018 | $416,000 | +9.2% | 2,339 | 0.0% | 0.12% | +1.6% |
| Q2 2018 | $381,000 | +5.2% | 2,339 | 0.0% | 0.12% | +4.3% |
| Q1 2018 | $362,000 | +1.4% | 2,339 | 0.0% | 0.12% | +8.3% |
| Q4 2017 | $357,000 | +6.6% | 2,339 | 0.0% | 0.11% | -6.1% |
| Q3 2017 | $335,000 | +4.7% | 2,339 | 0.0% | 0.12% | -11.5% |
| Q2 2017 | $320,000 | +3.9% | 2,339 | 0.0% | 0.13% | -41.4% |
| Q1 2017 | $308,000 | +8.1% | 2,339 | 0.0% | 0.22% | +2.3% |
| Q4 2016 | $285,000 | -33.7% | 2,339 | -36.6% | 0.22% | -36.4% |
| Q3 2016 | $430,000 | 0.0% | 3,690 | 0.0% | 0.34% | +9.3% |
| Q2 2016 | $430,000 | +0.5% | 3,690 | 0.0% | 0.31% | +5.1% |
| Q1 2016 | $428,000 | +0.2% | 3,690 | 0.0% | 0.30% | -10.3% |
| Q4 2015 | $427,000 | – | 3,690 | – | 0.33% | – |
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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% |