Quantum Capital Management, LLC / NJ - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
Quantum Capital Management, LLC / NJ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$99,0000.0%5500.0%0.02%
-8.3%
Q2 2019$99,000
+4.2%
5500.0%0.02%
+4.3%
Q1 2019$95,000
+14.5%
5500.0%0.02%
-4.2%
Q4 2018$83,0005500.02%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders