ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787,377 | -5.9% | 11,508 | -3.1% | 0.33% | +4.4% |
| Q2 2023 | $837,020 | +3.5% | 11,876 | -6.2% | 0.32% | -4.5% |
| Q1 2023 | $808,656 | +5.9% | 12,657 | -3.0% | 0.33% | -1.5% |
| Q4 2022 | $763,659 | +1.1% | 13,054 | -0.0% | 0.34% | +3.7% |
| Q3 2022 | $755,000 | -5.7% | 13,055 | -1.6% | 0.32% | -4.7% |
| Q2 2022 | $801,000 | -20.9% | 13,269 | 0.0% | 0.34% | -16.6% |
| Q1 2022 | $1,013,000 | -10.6% | 13,269 | -2.0% | 0.41% | -11.5% |
| Q4 2021 | $1,133,000 | +13.2% | 13,540 | 0.0% | 0.46% | +5.5% |
| Q3 2021 | $1,001,000 | +1.6% | 13,540 | 0.0% | 0.44% | -2.7% |
| Q2 2021 | $985,000 | +11.7% | 13,540 | 0.0% | 0.45% | +11.7% |
| Q1 2021 | $882,000 | +2.1% | 13,540 | 0.0% | 0.40% | +19.2% |
| Q4 2020 | $864,000 | +10.5% | 13,540 | +300.0% | 0.34% | +26.1% |
| Q3 2020 | $782,000 | +11.4% | 3,385 | 0.0% | 0.27% | -6.9% |
| Q2 2020 | $702,000 | +25.6% | 3,385 | 0.0% | 0.29% | +26.9% |
| Q1 2020 | $559,000 | -14.7% | 3,385 | 0.0% | 0.23% | +6.6% |
| Q4 2019 | $655,000 | +5.6% | 3,385 | -1.7% | 0.21% | +2.4% |
| Q3 2019 | $620,000 | -8.0% | 3,443 | -8.5% | 0.21% | -9.6% |
| Q2 2019 | $674,000 | -21.6% | 3,763 | -24.6% | 0.23% | -22.8% |
| Q1 2019 | $860,000 | +29.1% | 4,989 | +12.8% | 0.30% | +12.0% |
| Q4 2018 | $666,000 | -16.3% | 4,422 | -1.6% | 0.27% | -18.4% |
| Q3 2018 | $796,000 | +9.0% | 4,492 | 0.0% | 0.33% | -0.3% |
| Q2 2018 | $730,000 | -1.7% | 4,492 | -6.3% | 0.33% | -3.3% |
| Q1 2018 | $743,000 | -2.4% | 4,792 | -3.8% | 0.34% | -3.4% |
| Q4 2017 | $761,000 | – | 4,981 | – | 0.35% | – |
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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% |