ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $643,148 | -2.9% | 9,400 | 0.0% | 0.28% | +2.2% |
Q2 2023 | $662,512 | +8.0% | 9,400 | -2.1% | 0.27% | +1.5% |
Q1 2023 | $613,344 | +9.2% | 9,600 | 0.0% | 0.27% | +2.3% |
Q4 2022 | $561,600 | +1.2% | 9,600 | 0.0% | 0.26% | -7.7% |
Q3 2022 | $555,000 | -8.1% | 9,600 | -4.0% | 0.29% | -6.5% |
Q2 2022 | $604,000 | -22.8% | 10,000 | -2.3% | 0.31% | -7.8% |
Q1 2022 | $782,000 | -11.3% | 10,240 | -2.8% | 0.33% | -7.5% |
Q4 2021 | $882,000 | +13.2% | 10,540 | 0.0% | 0.36% | +2.6% |
Q3 2021 | $779,000 | +1.6% | 10,540 | 0.0% | 0.35% | +1.7% |
Q2 2021 | $767,000 | -3.8% | 10,540 | -13.9% | 0.34% | -9.2% |
Q1 2021 | $797,000 | +2.0% | 12,240 | 0.0% | 0.38% | -3.8% |
Q4 2020 | $781,000 | +10.5% | 12,240 | +300.0% | 0.39% | -3.0% |
Q3 2020 | $707,000 | +11.3% | 3,060 | 0.0% | 0.41% | +4.4% |
Q2 2020 | $635,000 | +18.0% | 3,060 | -6.1% | 0.39% | -0.8% |
Q1 2020 | $538,000 | -19.7% | 3,260 | -5.8% | 0.39% | +0.8% |
Q4 2019 | $670,000 | +4.2% | 3,460 | -3.1% | 0.39% | -2.0% |
Q3 2019 | $643,000 | -5.2% | 3,570 | -5.6% | 0.40% | -5.5% |
Q2 2019 | $678,000 | -1.6% | 3,780 | -5.5% | 0.42% | -4.5% |
Q1 2019 | $689,000 | +14.3% | 4,000 | 0.0% | 0.44% | -3.1% |
Q4 2018 | $603,000 | -15.0% | 4,000 | 0.0% | 0.45% | +8.9% |
Q3 2018 | $709,000 | +7.4% | 4,000 | -1.5% | 0.42% | +0.7% |
Q2 2018 | $660,000 | +10.6% | 4,060 | +5.5% | 0.41% | +8.9% |
Q1 2018 | $597,000 | -1.0% | 3,850 | -2.5% | 0.38% | +3.0% |
Q4 2017 | $603,000 | +6.3% | 3,950 | 0.0% | 0.37% | +5.1% |
Q3 2017 | $567,000 | +4.8% | 3,950 | 0.0% | 0.35% | +0.9% |
Q2 2017 | $541,000 | +4.0% | 3,950 | 0.0% | 0.35% | +3.3% |
Q1 2017 | $520,000 | +8.1% | 3,950 | 0.0% | 0.34% | +8.7% |
Q4 2016 | $481,000 | -4.0% | 3,950 | -4.1% | 0.31% | -6.9% |
Q3 2016 | $501,000 | +4.4% | 4,120 | 0.0% | 0.33% | +4.4% |
Q2 2016 | $480,000 | +0.4% | 4,120 | 0.0% | 0.32% | +1.3% |
Q1 2016 | $478,000 | +0.2% | 4,120 | 0.0% | 0.32% | -5.1% |
Q4 2015 | $477,000 | +1.7% | 4,120 | -5.3% | 0.33% | +0.3% |
Q3 2015 | $469,000 | -5.3% | 4,350 | 0.0% | 0.33% | +4.7% |
Q2 2015 | $495,000 | -0.2% | 4,350 | 0.0% | 0.32% | -0.3% |
Q1 2015 | $496,000 | +2.1% | 4,350 | 0.0% | 0.32% | 0.0% |
Q4 2014 | $486,000 | – | 4,350 | – | 0.32% | – |
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% |