ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 618 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,329,000 | +12.7% | 39,786 | -0.4% | 0.59% | +3.5% |
| Q3 2021 | $2,953,000 | +586.7% | 39,960 | +575.7% | 0.57% | +561.6% |
| Q2 2021 | $430,000 | -67.0% | 5,914 | -71.0% | 0.09% | -74.7% |
| Q4 2020 | $1,303,000 | +14.4% | 20,424 | +221.4% | 0.34% | +3.3% |
| Q2 2019 | $1,139,000 | +424.9% | 6,355 | +325.1% | 0.33% | +311.2% |
| Q3 2017 | $217,000 | +5.9% | 1,495 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $205,000 | +95.2% | 1,495 | +78.0% | 0.08% | +62.0% |
| Q4 2016 | $105,000 | – | 840 | – | 0.05% | – |
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% |