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 2021 | $927,000 | -81.8% | 12,548 | -82.1% | 0.32% | -76.9% |
| Q2 2021 | $5,096,000 | +12.3% | 70,070 | +0.6% | 1.41% | +2.8% |
| Q1 2021 | $4,536,000 | -11.7% | 69,671 | -13.5% | 1.37% | -15.5% |
| Q4 2020 | $5,138,000 | +10.3% | 80,500 | +299.1% | 1.62% | -4.1% |
| Q3 2020 | $4,660,000 | +13.0% | 20,168 | +1.5% | 1.69% | +5.2% |
| Q2 2020 | $4,124,000 | +6.5% | 19,878 | -15.3% | 1.61% | -14.9% |
| Q1 2020 | $3,872,000 | -6.4% | 23,460 | +9.8% | 1.89% | +15.2% |
| Q4 2019 | $4,138,000 | +7.8% | 21,371 | +0.2% | 1.64% | -3.2% |
| Q3 2019 | $3,840,000 | +0.2% | 21,328 | -0.2% | 1.70% | -2.9% |
| Q2 2019 | $3,832,000 | -1.3% | 21,380 | -5.1% | 1.75% | -6.8% |
| Q1 2019 | $3,884,000 | +16.4% | 22,536 | +1.8% | 1.87% | +1.2% |
| Q4 2018 | $3,336,000 | -21.4% | 22,133 | -7.6% | 1.85% | -14.4% |
| Q3 2018 | $4,243,000 | -2.4% | 23,945 | -10.4% | 2.16% | -10.5% |
| Q2 2018 | $4,347,000 | +6.5% | 26,730 | +1.5% | 2.42% | -2.1% |
| Q1 2018 | $4,081,000 | +5.7% | 26,338 | +4.3% | 2.47% | +2.4% |
| Q4 2017 | $3,862,000 | +8.9% | 25,242 | +3.4% | 2.41% | +3.4% |
| Q3 2017 | $3,547,000 | +22.5% | 24,403 | +15.9% | 2.33% | +14.3% |
| Q2 2017 | $2,896,000 | – | 21,061 | – | 2.04% | – |
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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% |