ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,280 | -2.9% | 4,228 | 0.0% | 0.04% | +4.8% |
| Q2 2023 | $297,989 | +10.3% | 4,228 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $270,127 | +9.2% | 4,228 | 0.0% | 0.04% | +5.1% |
| Q4 2022 | $247,338 | +1.0% | 4,228 | 0.0% | 0.04% | -4.9% |
| Q3 2022 | $245,000 | -3.9% | 4,228 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $255,000 | -21.1% | 4,228 | 0.0% | 0.04% | -6.7% |
| Q1 2022 | $323,000 | -8.8% | 4,228 | 0.0% | 0.04% | -6.2% |
| Q4 2021 | $354,000 | +1.4% | 4,228 | -10.6% | 0.05% | -7.7% |
| Q3 2021 | $349,000 | +1.5% | 4,728 | 0.0% | 0.05% | -17.5% |
| Q2 2021 | $344,000 | +11.7% | 4,728 | 0.0% | 0.06% | -4.5% |
| Q1 2021 | $308,000 | -28.0% | 4,728 | -29.6% | 0.07% | -32.7% |
| Q4 2020 | $428,000 | +10.3% | 6,712 | +300.0% | 0.10% | 0.0% |
| Q3 2020 | $388,000 | +29.3% | 1,678 | +16.0% | 0.10% | +4.3% |
| Q2 2020 | $300,000 | +45.6% | 1,446 | +15.6% | 0.09% | +6.8% |
| Q1 2020 | $206,000 | -14.9% | 1,251 | 0.0% | 0.09% | +1.1% |
| Q4 2019 | $242,000 | +7.6% | 1,251 | 0.0% | 0.09% | +2.4% |
| Q3 2019 | $225,000 | +0.4% | 1,251 | 0.0% | 0.08% | -3.4% |
| Q2 2019 | $224,000 | -21.4% | 1,251 | -24.2% | 0.09% | -29.0% |
| Q1 2019 | $285,000 | +14.5% | 1,651 | 0.0% | 0.12% | +24.0% |
| Q4 2018 | $249,000 | -11.1% | 1,651 | +4.4% | 0.10% | +17.6% |
| Q3 2018 | $280,000 | +8.9% | 1,582 | 0.0% | 0.08% | -1.2% |
| Q2 2018 | $257,000 | – | 1,582 | – | 0.09% | – |
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% |