ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $100,000 | -97.5% | 823 | -97.6% | 0.05% | -97.8% |
| Q1 2016 | $3,944,000 | -0.3% | 34,031 | -0.3% | 2.06% | +1.1% |
| Q4 2015 | $3,954,000 | +4.9% | 34,148 | -2.3% | 2.03% | -3.0% |
| Q3 2015 | $3,770,000 | -6.2% | 34,968 | -0.9% | 2.10% | +9.2% |
| Q2 2015 | $4,019,000 | -0.2% | 35,295 | -0.1% | 1.92% | +0.3% |
| Q1 2015 | $4,026,000 | – | 35,327 | – | 1.91% | – |
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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% |