ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,643,000 | -2.9% | 25,791 | -3.3% | 1.72% | -6.6% |
| Q2 2019 | $4,781,000 | -0.1% | 26,674 | -3.9% | 1.85% | -1.0% |
| Q1 2019 | $4,786,000 | +8.7% | 27,769 | -5.0% | 1.86% | -9.2% |
| Q4 2018 | $4,403,000 | -6.9% | 29,228 | -15.1% | 2.05% | -15.9% |
| Q2 2017 | $4,731,000 | -12.4% | 34,409 | -16.4% | 2.44% | -13.9% |
| Q1 2017 | $5,401,000 | -14.9% | 41,166 | -19.3% | 2.83% | -21.2% |
| Q4 2016 | $6,349,000 | -33.3% | 51,013 | -35.2% | 3.60% | -38.6% |
| Q3 2016 | $9,517,000 | – | 78,764 | – | 5.86% | – |
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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% |