ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,582,671 | -3.0% | 125,441 | -0.0% | 5.54% | +25.5% |
| Q2 2023 | $8,844,979 | -42.4% | 125,496 | -47.7% | 4.42% | -61.6% |
| Q1 2023 | $15,344,270 | +6.0% | 240,167 | +38.9% | 11.50% | +40.4% |
| Q4 2021 | $14,470,000 | +43.3% | 172,944 | +26.6% | 8.19% | +20.3% |
| Q3 2021 | $10,097,000 | +168183.3% | 136,611 | +273122.0% | 6.81% | +170050.0% |
| Q4 2015 | $6,000 | -40.0% | 50 | -40.5% | 0.00% | -33.3% |
| Q1 2015 | $10,000 | +11.1% | 84 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $9,000 | +12.5% | 84 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $8,000 | 0.0% | 84 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $8,000 | – | 84 | – | 0.01% | – |
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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% |