ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $11,303,000 | -30.3% | 177,103 | +152.2% | 1.69% | -43.0% |
| Q3 2020 | $16,225,000 | -20.1% | 70,212 | -28.3% | 2.97% | -37.7% |
| Q2 2020 | $20,318,000 | -23.0% | 97,922 | -38.8% | 4.76% | -58.0% |
| Q1 2020 | $26,395,000 | -11.6% | 159,919 | +3.7% | 11.34% | +42.9% |
| Q4 2019 | $29,855,000 | +8.5% | 154,177 | +0.8% | 7.93% | -8.7% |
| Q3 2019 | $27,524,000 | +0.4% | 152,887 | 0.0% | 8.69% | -13.3% |
| Q2 2019 | $27,403,000 | +2.0% | 152,887 | +0.4% | 10.02% | +8.5% |
| Q1 2019 | $26,863,000 | +16.9% | 152,335 | -0.1% | 9.24% | +16.1% |
| Q4 2018 | $22,986,000 | -14.5% | 152,560 | +0.5% | 7.96% | +0.2% |
| Q3 2018 | $26,883,000 | – | 151,736 | – | 7.95% | – |
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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% |