ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $92,385 | +9.2% | 1,446 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $84,591 | +0.7% | 1,446 | 0.0% | 0.01% | -14.3% |
Q3 2022 | $84,000 | -28.2% | 1,446 | -25.2% | 0.01% | -22.2% |
Q2 2022 | $117,000 | -4.9% | 1,932 | +20.1% | 0.02% | 0.0% |
Q1 2022 | $123,000 | -8.9% | 1,608 | 0.0% | 0.02% | -10.0% |
Q4 2021 | $135,000 | +8.9% | 1,608 | -4.3% | 0.02% | +5.3% |
Q3 2021 | $124,000 | -13.3% | 1,680 | -14.4% | 0.02% | -20.8% |
Q2 2021 | $143,000 | +10.0% | 1,962 | -2.0% | 0.02% | -56.4% |
Q1 2021 | $130,000 | 0.0% | 2,003 | -1.5% | 0.06% | -5.2% |
Q4 2020 | $130,000 | -10.3% | 2,034 | +223.4% | 0.06% | +1.8% |
Q3 2020 | $145,000 | -0.7% | 629 | -10.8% | 0.06% | -8.1% |
Q2 2020 | $146,000 | +16.8% | 705 | -6.6% | 0.06% | 0.0% |
Q1 2020 | $125,000 | -26.5% | 755 | -13.9% | 0.06% | -6.1% |
Q4 2019 | $170,000 | +7.6% | 877 | 0.0% | 0.07% | -5.7% |
Q3 2019 | $158,000 | +9.7% | 877 | +8.8% | 0.07% | +7.7% |
Q2 2019 | $144,000 | +23.1% | 806 | +18.5% | 0.06% | +27.5% |
Q1 2019 | $117,000 | +14.7% | 680 | 0.0% | 0.05% | +4.1% |
Q4 2018 | $102,000 | -15.0% | 680 | 0.0% | 0.05% | -2.0% |
Q3 2018 | $120,000 | +8.1% | 680 | 0.0% | 0.05% | +2.0% |
Q2 2018 | $111,000 | +5.7% | 680 | 0.0% | 0.05% | 0.0% |
Q1 2018 | $105,000 | -48.0% | 680 | -48.5% | 0.05% | -44.9% |
Q4 2017 | $202,000 | +127.0% | 1,320 | +80.1% | 0.09% | +89.4% |
Q4 2016 | $89,000 | +368.4% | 733 | +277.8% | 0.05% | +291.7% |
Q4 2013 | $19,000 | +533.3% | 194 | +454.3% | 0.01% | +500.0% |
Q3 2013 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $3,000 | – | 35 | – | 0.00% | – |
Download |
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% |