ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,338,000 | -16.5% | 17,512 | -8.5% | 0.14% | +5.8% |
| Q4 2021 | $1,602,000 | +13.2% | 19,148 | 0.0% | 0.14% | +0.7% |
| Q3 2021 | $1,415,000 | -50.8% | 19,148 | -51.6% | 0.14% | -70.0% |
| Q2 2021 | $2,875,000 | +10.7% | 39,534 | -0.9% | 0.45% | -13.4% |
| Q1 2021 | $2,598,000 | +2.0% | 39,896 | 0.0% | 0.52% | -3.0% |
| Q4 2020 | $2,546,000 | +10.5% | 39,896 | +300.0% | 0.54% | -8.8% |
| Q3 2020 | $2,305,000 | +11.4% | 9,974 | 0.0% | 0.59% | +4.0% |
| Q2 2020 | $2,070,000 | +8.5% | 9,974 | -13.7% | 0.57% | -3.2% |
| Q1 2020 | $1,908,000 | -11.6% | 11,559 | +3.7% | 0.59% | +10.3% |
| Q4 2019 | $2,159,000 | +7.6% | 11,150 | 0.0% | 0.53% | -1.8% |
| Q3 2019 | $2,007,000 | +21.6% | 11,150 | +21.1% | 0.54% | +7.8% |
| Q2 2019 | $1,650,000 | +4.0% | 9,205 | 0.0% | 0.50% | -6.2% |
| Q1 2019 | $1,587,000 | +10.7% | 9,205 | -3.2% | 0.54% | +2.3% |
| Q4 2018 | $1,433,000 | +177.7% | 9,514 | +226.5% | 0.52% | +196.0% |
| Q3 2018 | $516,000 | +8.9% | 2,914 | 0.0% | 0.18% | +6.0% |
| Q2 2018 | $474,000 | +4.9% | 2,914 | 0.0% | 0.17% | +3.7% |
| Q1 2018 | $452,000 | +56.4% | 2,914 | +53.9% | 0.16% | +53.3% |
| Q4 2017 | $289,000 | – | 1,894 | – | 0.10% | – |
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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% |