ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $681,190 | -6.3% | 9,956 | -3.5% | 0.12% | -7.0% |
Q2 2023 | $727,213 | +10.3% | 10,318 | 0.0% | 0.13% | +5.8% |
Q1 2023 | $659,217 | +9.2% | 10,318 | 0.0% | 0.12% | -2.4% |
Q4 2022 | $603,603 | +1.1% | 10,318 | 0.0% | 0.12% | -13.9% |
Q3 2022 | $597,000 | -8.6% | 10,318 | -4.6% | 0.14% | +2.9% |
Q2 2022 | $653,000 | -20.9% | 10,812 | 0.0% | 0.14% | -11.4% |
Q1 2022 | $826,000 | -8.7% | 10,812 | 0.0% | 0.16% | -6.5% |
Q4 2021 | $905,000 | +13.3% | 10,812 | 0.0% | 0.17% | +5.0% |
Q3 2021 | $799,000 | +1.7% | 10,812 | 0.0% | 0.16% | -3.0% |
Q2 2021 | $786,000 | +11.6% | 10,812 | 0.0% | 0.17% | +5.1% |
Q1 2021 | $704,000 | +2.0% | 10,812 | 0.0% | 0.16% | 0.0% |
Q4 2020 | $690,000 | +10.4% | 10,812 | +300.0% | 0.16% | -3.1% |
Q3 2020 | $625,000 | +8.5% | 2,703 | -2.6% | 0.16% | +2.5% |
Q2 2020 | $576,000 | +25.8% | 2,774 | 0.0% | 0.16% | +5.3% |
Q1 2020 | $458,000 | -29.4% | 2,774 | -17.3% | 0.15% | -17.5% |
Q4 2019 | $649,000 | +7.5% | 3,353 | 0.0% | 0.18% | -0.5% |
Q3 2019 | $604,000 | +0.5% | 3,353 | 0.0% | 0.18% | -2.1% |
Q2 2019 | $601,000 | +4.0% | 3,353 | 0.0% | 0.19% | +2.2% |
Q1 2019 | $578,000 | +38.3% | 3,353 | +20.9% | 0.18% | +21.1% |
Q4 2018 | $418,000 | -14.9% | 2,774 | 0.0% | 0.15% | -16.5% |
Q3 2018 | $491,000 | +8.9% | 2,774 | 0.0% | 0.18% | +2.2% |
Q2 2018 | $451,000 | +38.8% | 2,774 | -41.4% | 0.18% | -37.1% |
Q1 2011 | $325,000 | – | 4,735 | – | 0.28% | – |
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% |