Rice Partnership, LLC - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
Rice Partnership, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$45,705
-2.9%
6680.0%0.01%0.0%
Q2 2023$47,081
+10.3%
6680.0%0.01%0.0%
Q1 2023$42,679
+9.2%
6680.0%0.01%
+8.3%
Q4 2022$39,078
+0.2%
6680.0%0.01%
-7.7%
Q3 2022$39,000
-2.5%
6680.0%0.01%
-7.1%
Q2 2022$40,000
-21.6%
6680.0%0.01%
-6.7%
Q1 2022$51,000
-8.9%
6680.0%0.02%
-6.2%
Q4 2021$56,000
+14.3%
6680.0%0.02%
+6.7%
Q3 2021$49,0000.0%6680.0%0.02%0.0%
Q2 2021$49,000
+14.0%
6680.0%0.02%0.0%
Q1 2021$43,0000.0%6680.0%0.02%
-6.2%
Q4 2020$43,000
+10.3%
668
+300.0%
0.02%
-5.9%
Q3 2020$39,000
+11.4%
1670.0%0.02%
-5.6%
Q2 2020$35,000
+25.0%
1670.0%0.02%
-5.3%
Q1 2020$28,000
-12.5%
1670.0%0.02%
+11.8%
Q4 2019$32,000
+6.7%
1670.0%0.02%
-10.5%
Q3 2019$30,0000.0%1670.0%0.02%
-5.0%
Q2 2019$30,000–167–0.02%–
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Other shareholders
ISHARES TR shareholders Q3 2019
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