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 | $1,387,560 | -27.0% | 20,280 | -24.8% | 0.60% | -22.6% |
| Q2 2023 | $1,900,216 | +7.2% | 26,961 | -2.9% | 0.78% | +3.0% |
| Q1 2023 | $1,773,370 | +5.2% | 27,757 | -3.7% | 0.76% | +0.8% |
| Q4 2022 | $1,685,409 | +1.4% | 28,810 | +0.3% | 0.75% | +3.6% |
| Q3 2022 | $1,662,000 | -7.0% | 28,732 | -2.9% | 0.73% | -8.8% |
| Q2 2022 | $1,787,000 | -67.0% | 29,602 | -58.2% | 0.80% | -24.3% |
| Q1 2022 | $5,410,000 | +118.5% | 70,820 | +139.3% | 1.05% | +9.2% |
| Q4 2021 | $2,476,000 | +14.5% | 29,598 | +1.2% | 0.96% | +3.0% |
| Q3 2021 | $2,162,000 | +9.5% | 29,246 | +7.7% | 0.94% | +7.8% |
| Q2 2021 | $1,975,000 | +9.2% | 27,162 | -2.2% | 0.87% | +0.1% |
| Q1 2021 | $1,808,000 | +8.4% | 27,765 | +6.2% | 0.87% | +8.1% |
| Q4 2020 | $1,668,000 | +25.4% | 26,135 | +354.2% | 0.80% | +5.1% |
| Q3 2020 | $1,330,000 | +11.0% | 5,754 | -0.3% | 0.76% | +2.7% |
| Q2 2020 | $1,198,000 | +31.5% | 5,772 | +4.5% | 0.74% | +10.1% |
| Q1 2020 | $911,000 | -8.9% | 5,521 | +6.9% | 0.68% | +13.1% |
| Q4 2019 | $1,000,000 | +8.8% | 5,165 | +1.2% | 0.60% | +1.7% |
| Q3 2019 | $919,000 | -6.1% | 5,103 | -6.6% | 0.59% | +138.6% |
| Q2 2019 | $979,000 | +5.8% | 5,462 | +1.7% | 0.25% | -61.0% |
| Q1 2019 | $925,000 | -0.4% | 5,370 | -13.0% | 0.63% | +5.0% |
| Q4 2018 | $929,000 | -5.7% | 6,169 | +10.9% | 0.60% | -9.9% |
| Q3 2018 | $985,000 | +15.7% | 5,561 | +6.2% | 0.67% | +13.4% |
| Q2 2018 | $851,000 | +9.8% | 5,234 | +4.7% | 0.59% | +7.1% |
| Q1 2018 | $775,000 | +3.6% | 4,997 | +2.1% | 0.55% | +13.7% |
| Q4 2017 | $748,000 | – | 4,896 | – | 0.48% | – |
Download | ||||||
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% |