ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,605 | +9.4% | 9,567 | +12.7% | 0.04% | +5.3% |
| Q2 2023 | $598,336 | +249.6% | 8,489 | +216.9% | 0.04% | +245.5% |
| Q1 2023 | $171,140 | +96.3% | 2,679 | +79.7% | 0.01% | +83.3% |
| Q4 2022 | $87,204 | -19.3% | 1,491 | -20.3% | 0.01% | -33.3% |
| Q3 2022 | $108,000 | -29.9% | 1,871 | -26.5% | 0.01% | -35.7% |
| Q2 2022 | $154,000 | -31.6% | 2,544 | -13.8% | 0.01% | -26.3% |
| Q1 2022 | $225,000 | -22.4% | 2,951 | -15.0% | 0.02% | -26.9% |
| Q4 2021 | $290,000 | +25.0% | 3,472 | +10.4% | 0.03% | +8.3% |
| Q3 2021 | $232,000 | +21.5% | 3,146 | +19.8% | 0.02% | +14.3% |
| Q2 2021 | $191,000 | +213.1% | 2,625 | +182.0% | 0.02% | +162.5% |
| Q1 2021 | $61,000 | +1120.0% | 931 | +2486.1% | 0.01% | +166.7% |
| Q4 2017 | $5,000 | 0.0% | 36 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $5,000 | – | 36 | – | 0.00% | – |
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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% |