ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 291 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $53,643,000 | +1.8% | 460,098 | +1.3% | 7.10% | +3.5% |
| Q1 2016 | $52,684,000 | +5.2% | 454,371 | +5.1% | 6.86% | +3.9% |
| Q4 2015 | $50,065,000 | -0.0% | 432,486 | -1.7% | 6.60% | -4.1% |
| Q2 2015 | $50,075,000 | +0.2% | 439,869 | +0.3% | 6.88% | +2.9% |
| Q1 2015 | $49,961,000 | -65.5% | 438,446 | -69.8% | 6.68% | -60.8% |
| Q1 2014 | $144,698,000 | +18.5% | 1,450,311 | +17.3% | 17.06% | +133.4% |
| Q4 2013 | $122,114,000 | +115.8% | 1,236,592 | +95.3% | 7.31% | +2.2% |
| Q3 2013 | $56,585,000 | – | 633,226 | – | 7.15% | – |
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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% |