ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $9,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 140 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $8,000 | +14.3% | 35 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | -96.8% | 35 | -97.3% | 0.01% | -97.1% |
| Q1 2020 | $220,000 | -13.4% | 1,310 | 0.0% | 0.17% | +12.4% |
| Q4 2019 | $254,000 | +8.5% | 1,310 | +0.8% | 0.15% | -1.3% |
| Q3 2019 | $234,000 | +0.4% | 1,300 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $233,000 | -0.9% | 1,300 | -4.8% | 0.16% | -10.3% |
| Q1 2019 | $235,000 | +45.1% | 1,365 | +27.0% | 0.17% | +20.8% |
| Q4 2018 | $162,000 | -6.4% | 1,075 | +10.1% | 0.14% | +20.0% |
| Q3 2018 | $173,000 | +8.1% | 976 | -1.0% | 0.12% | 0.0% |
| Q2 2018 | $160,000 | -0.6% | 986 | -5.3% | 0.12% | -5.5% |
| Q1 2018 | $161,000 | -43.9% | 1,041 | -44.7% | 0.13% | -37.7% |
| Q4 2017 | $287,000 | – | 1,881 | – | 0.20% | – |
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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% |