ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,773 | -82.4% | 3,314 | -81.9% | 0.05% | -80.7% |
| Q2 2023 | $1,287,139 | +3.5% | 18,262 | -6.1% | 0.24% | -3.6% |
| Q1 2023 | $1,243,130 | +9.9% | 19,457 | +0.6% | 0.25% | +65.8% |
| Q4 2022 | $1,130,929 | -40.3% | 19,332 | -41.0% | 0.15% | -67.1% |
| Q3 2022 | $1,895,000 | -63.2% | 32,754 | -61.6% | 0.46% | -55.8% |
| Q2 2022 | $5,149,000 | -19.8% | 85,320 | +1.6% | 1.04% | -8.6% |
| Q1 2022 | $6,417,000 | -9.8% | 84,011 | -1.2% | 1.14% | -3.3% |
| Q4 2021 | $7,118,000 | +8.0% | 85,070 | -4.6% | 1.18% | +1.2% |
| Q3 2021 | $6,592,000 | +2.5% | 89,189 | +0.8% | 1.17% | -0.6% |
| Q2 2021 | $6,433,000 | +128560.0% | 88,449 | +110461.2% | 1.18% | +117400.0% |
| Q1 2021 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 80 | +300.0% | 0.00% | -50.0% |
| Q3 2020 | $5,000 | +25.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 20 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $3,000 | -91.4% | 20 | -88.8% | 0.00% | -92.3% |
| Q4 2019 | $35,000 | +9.4% | 179 | +1.1% | 0.01% | -7.1% |
| Q3 2019 | $32,000 | -40.7% | 177 | -40.4% | 0.01% | -39.1% |
| Q2 2019 | $54,000 | -46.5% | 297 | -49.6% | 0.02% | -55.8% |
| Q1 2019 | $101,000 | +320.8% | 589 | +277.6% | 0.05% | +225.0% |
| Q4 2018 | $24,000 | +500.0% | 156 | +680.0% | 0.02% | +700.0% |
| Q3 2018 | $4,000 | -99.4% | 20 | -99.6% | 0.00% | -99.6% |
| Q1 2018 | $709,000 | -6.7% | 4,688 | -2.6% | 0.52% | -7.7% |
| Q4 2017 | $760,000 | -6.2% | 4,814 | -13.6% | 0.57% | -21.4% |
| Q3 2017 | $810,000 | +22.2% | 5,574 | +15.6% | 0.72% | +4.8% |
| Q2 2017 | $663,000 | +21.4% | 4,823 | +15.8% | 0.69% | +20.2% |
| Q1 2017 | $546,000 | -12.9% | 4,164 | -17.2% | 0.58% | -32.9% |
| Q4 2016 | $627,000 | – | 5,031 | – | 0.86% | – |
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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% |