ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,320,817 | +0.5% | 443,157 | +3.6% | 13.05% | +3.7% |
| Q2 2023 | $30,162,707 | +23.6% | 427,961 | +12.1% | 12.59% | +20.0% |
| Q1 2023 | $24,398,252 | +13.1% | 381,879 | +3.6% | 10.49% | +5.4% |
| Q4 2022 | $21,565,845 | +50.6% | 368,647 | +48.9% | 9.95% | +38.6% |
| Q3 2022 | $14,323,000 | +6.1% | 247,583 | +10.7% | 7.18% | +13.5% |
| Q2 2022 | $13,494,000 | -24.2% | 223,593 | -4.1% | 6.32% | -14.4% |
| Q1 2022 | $17,813,000 | -10.4% | 233,220 | -1.9% | 7.38% | -5.7% |
| Q4 2021 | $19,883,000 | +12.5% | 237,632 | -0.6% | 7.83% | +5.9% |
| Q3 2021 | $17,675,000 | +2.4% | 239,138 | +0.7% | 7.39% | -0.6% |
| Q2 2021 | $17,269,000 | +13.2% | 237,437 | +1.4% | 7.44% | +4.7% |
| Q1 2021 | $15,252,000 | +4.0% | 234,245 | +1.9% | 7.10% | -6.5% |
| Q4 2020 | $14,672,000 | +6.3% | 229,897 | +285.0% | 7.60% | +5.1% |
| Q3 2020 | $13,798,000 | +10.4% | 59,712 | -0.8% | 7.23% | -2.2% |
| Q2 2020 | $12,497,000 | +21.2% | 60,215 | -3.6% | 7.39% | +4.6% |
| Q1 2020 | $10,308,000 | -22.4% | 62,454 | -9.0% | 7.06% | -12.4% |
| Q4 2019 | $13,286,000 | +5.3% | 68,605 | -2.2% | 8.06% | +0.9% |
| Q3 2019 | $12,622,000 | +4.4% | 70,113 | +3.9% | 7.99% | -0.3% |
| Q2 2019 | $12,093,000 | +6.2% | 67,468 | +2.1% | 8.01% | +2.2% |
| Q1 2019 | $11,390,000 | +21.0% | 66,081 | +5.8% | 7.84% | +7.6% |
| Q4 2018 | $9,415,000 | -10.0% | 62,486 | +5.8% | 7.28% | -5.0% |
| Q3 2018 | $10,460,000 | +25.9% | 59,042 | +15.6% | 7.67% | +12.5% |
| Q2 2018 | $8,305,000 | +47.2% | 51,076 | +37.0% | 6.82% | +31.9% |
| Q1 2018 | $5,641,000 | -28.1% | 37,279 | -27.5% | 5.17% | -18.6% |
| Q4 2017 | $7,851,000 | – | 51,391 | – | 6.34% | – |
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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% |