ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -7.4% | 3,108 | +1.4% | 0.03% | -3.2% |
| Q4 2021 | $256,000 | +13.3% | 3,064 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $226,000 | +9.2% | 3,064 | +185.8% | 0.03% | -47.5% |
| Q4 2019 | $207,000 | -8.4% | 1,072 | -18.0% | 0.06% | -11.9% |
| Q1 2019 | $226,000 | -8.5% | 1,308 | -20.3% | 0.07% | -15.2% |
| Q4 2018 | $247,000 | -15.7% | 1,641 | -1.0% | 0.08% | -7.1% |
| Q3 2018 | $293,000 | +13.6% | 1,657 | +5.1% | 0.08% | +3.7% |
| Q2 2018 | $258,000 | -4.1% | 1,577 | -11.2% | 0.08% | -9.9% |
| Q1 2018 | $269,000 | -5.9% | 1,776 | -1.7% | 0.09% | +2.2% |
| Q4 2017 | $286,000 | +18.7% | 1,806 | +8.6% | 0.09% | -2.2% |
| Q3 2017 | $241,000 | +5.2% | 1,663 | -4.9% | 0.09% | -17.3% |
| Q1 2017 | $229,000 | +8.5% | 1,748 | +3.0% | 0.11% | -10.6% |
| Q4 2016 | $211,000 | – | 1,697 | – | 0.12% | – |
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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% |