Private Capital Group, LLC - ISHARES TR ownership

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
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$163,000
-85.9%
2,702
-82.2%
0.12%
-53.2%
Q1 2022$1,160,000
-8.4%
15,186
+0.3%
0.26%
-1.9%
Q4 2021$1,266,000
+10.3%
15,135
-2.5%
0.27%
+3.9%
Q3 2021$1,148,000
+1.6%
15,5310.0%0.26%
+0.4%
Q2 2021$1,130,000
+35.7%
15,531
+21.4%
0.26%
+24.2%
Q1 2021$833,000
+0.1%
12,793
-1.8%
0.21%
+35.3%
Q4 2020$832,000
+4.0%
13,032
+276.6%
0.15%
-8.9%
Q3 2020$800,000
+8.3%
3,460
-2.9%
0.17%
+5.0%
Q2 2020$739,000
+23.4%
3,563
-1.8%
0.16%
+3.2%
Q1 2020$599,000
-28.3%
3,628
-16.0%
0.16%
-12.9%
Q4 2019$836,000
-54.1%
4,321
-57.3%
0.18%
-44.9%
Q3 2019$1,822,000
-5.6%
10,123
-14.5%
0.32%
-26.6%
Q2 2019$1,930,000
+7.5%
11,837
+13.6%
0.44%
+28.7%
Q1 2019$1,796,000
+1.9%
10,418
-11.0%
0.34%
-10.0%
Q4 2018$1,763,000
-19.5%
11,701
-5.1%
0.38%
-13.4%
Q3 2018$2,191,000
+9.4%
12,335
+0.5%
0.44%
+1.4%
Q2 2018$2,002,000
-0.5%
12,279
-5.4%
0.43%
-3.3%
Q1 2018$2,013,000
+1.6%
12,980
+0.1%
0.45%
-4.1%
Q4 2017$1,981,00012,9660.47%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders