ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,867,000 | -93.3% | 11,312 | -92.1% | 1.52% | -88.1% |
| Q4 2019 | $27,743,000 | -0.1% | 143,273 | -7.1% | 12.82% | -6.9% |
| Q3 2019 | $27,765,000 | +0.9% | 154,227 | +0.4% | 13.78% | -1.6% |
| Q2 2019 | $27,530,000 | +12.1% | 153,591 | +7.8% | 14.01% | +8.8% |
| Q1 2019 | $24,555,000 | +992.3% | 142,460 | +882.6% | 12.87% | +925.5% |
| Q1 2018 | $2,248,000 | +8.1% | 14,499 | +6.6% | 1.26% | +4.7% |
| Q4 2017 | $2,079,000 | -2.7% | 13,607 | -8.6% | 1.20% | -6.5% |
| Q3 2017 | $2,136,000 | -15.3% | 14,894 | -19.2% | 1.28% | -20.3% |
| Q2 2017 | $2,523,000 | -12.2% | 18,435 | -25.7% | 1.61% | -21.1% |
| Q1 2016 | $2,874,000 | +4.0% | 24,801 | +3.9% | 2.04% | -3.0% |
| Q4 2015 | $2,764,000 | – | 23,866 | – | 2.10% | – |
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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% |