ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $957,762 | -29.3% | 13,998 | -27.2% | 0.19% | -17.3% |
| Q2 2023 | $1,354,786 | +20.5% | 19,222 | +9.2% | 0.22% | +10.8% |
| Q1 2023 | $1,124,240 | +9.3% | 17,596 | +0.0% | 0.20% | +9.7% |
| Q4 2022 | $1,028,898 | +72.1% | 17,588 | +70.1% | 0.18% | +46.8% |
| Q3 2022 | $598,000 | +42.0% | 10,340 | +48.4% | 0.13% | +44.8% |
| Q2 2022 | $421,000 | -20.9% | 6,968 | 0.0% | 0.09% | -4.4% |
| Q1 2022 | $532,000 | -8.7% | 6,968 | 0.0% | 0.09% | -11.7% |
| Q4 2021 | $583,000 | +14.5% | 6,968 | +1.1% | 0.10% | +25.6% |
| Q3 2021 | $509,000 | +1.6% | 6,892 | 0.0% | 0.08% | +3.8% |
| Q2 2021 | $501,000 | +24.3% | 6,892 | +15.6% | 0.08% | +11.3% |
| Q1 2021 | $403,000 | +5.8% | 5,964 | 0.0% | 0.07% | +20.3% |
| Q4 2020 | $381,000 | +5.8% | 5,964 | +283.3% | 0.06% | -15.7% |
| Q3 2020 | $360,000 | +16.5% | 1,556 | +4.4% | 0.07% | +11.1% |
| Q2 2020 | $309,000 | +25.6% | 1,491 | 0.0% | 0.06% | +1.6% |
| Q1 2020 | $246,000 | -1.6% | 1,491 | +15.5% | 0.06% | +14.8% |
| Q4 2019 | $250,000 | +7.8% | 1,291 | 0.0% | 0.05% | +10.2% |
| Q3 2019 | $232,000 | +673.3% | 1,291 | +646.2% | 0.05% | +512.5% |
| Q1 2019 | $30,000 | +15.4% | 173 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $26,000 | -16.1% | 173 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $31,000 | -81.1% | 173 | -82.9% | 0.01% | -81.8% |
| Q2 2018 | $164,000 | +5.1% | 1,009 | 0.0% | 0.04% | +2.3% |
| Q1 2018 | $156,000 | +21.9% | 1,009 | +20.7% | 0.04% | +26.5% |
| Q4 2017 | $128,000 | +6.7% | 836 | 0.0% | 0.03% | +3.0% |
| Q3 2017 | $120,000 | +5.3% | 836 | 0.0% | 0.03% | +3.1% |
| Q2 2017 | $114,000 | +3.6% | 836 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $110,000 | +7.8% | 836 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $102,000 | 0.0% | 836 | 0.0% | 0.03% | -8.6% |
| Q3 2016 | $102,000 | – | 836 | – | 0.04% | – |
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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% |