ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,648,000 | +8.6% | 10,627 | +7.0% | 0.42% | +3.4% |
| Q4 2017 | $1,517,000 | +6.8% | 9,931 | +0.2% | 0.41% | -1.9% |
| Q3 2017 | $1,421,000 | -6.0% | 9,911 | -10.3% | 0.42% | -7.7% |
| Q2 2017 | $1,512,000 | +3.6% | 11,052 | -0.4% | 0.45% | +0.2% |
| Q1 2017 | $1,460,000 | +49.7% | 11,101 | +38.6% | 0.45% | +39.4% |
| Q4 2016 | $975,000 | -0.1% | 8,007 | -0.2% | 0.32% | -0.9% |
| Q3 2016 | $976,000 | +11.5% | 8,024 | +6.9% | 0.33% | 0.0% |
| Q2 2016 | $875,000 | +15.0% | 7,507 | +14.2% | 0.33% | +5.8% |
| Q1 2016 | $761,000 | +2.7% | 6,571 | +2.7% | 0.31% | +2.6% |
| Q4 2015 | $741,000 | +31.2% | 6,401 | +22.2% | 0.30% | +20.3% |
| Q3 2015 | $565,000 | – | 5,237 | – | 0.25% | – |
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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% |