ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $459,000 | +10.9% | 1,985 | -0.5% | 0.15% | +10.8% |
| Q2 2020 | $414,000 | +25.8% | 1,995 | 0.0% | 0.14% | +11.2% |
| Q1 2020 | $329,000 | -14.8% | 1,995 | 0.0% | 0.12% | +5.9% |
| Q4 2019 | $386,000 | +6.0% | 1,995 | -1.2% | 0.12% | +1.7% |
| Q3 2019 | $364,000 | +1.4% | 2,020 | +0.7% | 0.12% | 0.0% |
| Q2 2019 | $359,000 | +3.8% | 2,005 | 0.0% | 0.12% | +11.5% |
| Q1 2019 | $346,000 | +13.4% | 2,005 | -1.0% | 0.10% | +6.1% |
| Q4 2018 | $305,000 | -46.4% | 2,025 | -36.9% | 0.10% | -38.8% |
| Q3 2018 | $569,000 | +72.9% | 3,210 | +58.5% | 0.16% | +66.7% |
| Q2 2018 | $329,000 | +4.8% | 2,025 | 0.0% | 0.10% | +10.3% |
| Q1 2018 | $314,000 | +1.6% | 2,025 | 0.0% | 0.09% | +4.8% |
| Q4 2017 | $309,000 | +6.6% | 2,025 | 0.0% | 0.08% | -21.0% |
| Q3 2017 | $290,000 | -87.6% | 2,025 | -88.1% | 0.10% | -86.8% |
| Q2 2017 | $2,336,000 | +778.2% | 17,074 | +743.2% | 0.79% | +771.4% |
| Q1 2017 | $266,000 | +7.7% | 2,025 | 0.0% | 0.09% | +3.4% |
| Q4 2016 | $247,000 | – | 2,025 | – | 0.09% | – |
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% |