ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,671,000 | +11.5% | 11,558 | +0.1% | 2.11% | -7.1% |
| Q2 2020 | $2,395,000 | +24.4% | 11,544 | -1.1% | 2.27% | -5.5% |
| Q1 2020 | $1,926,000 | -16.5% | 11,670 | -2.0% | 2.40% | +12.4% |
| Q4 2019 | $2,307,000 | +8.2% | 11,912 | +0.5% | 2.13% | -4.1% |
| Q3 2019 | $2,133,000 | +0.4% | 11,851 | 0.0% | 2.23% | -0.6% |
| Q2 2019 | $2,124,000 | +0.6% | 11,851 | -3.3% | 2.24% | -6.4% |
| Q1 2019 | $2,111,000 | +11.0% | 12,250 | -3.0% | 2.39% | -4.1% |
| Q4 2018 | $1,902,000 | -17.4% | 12,623 | -2.9% | 2.50% | +7.5% |
| Q3 2018 | $2,304,000 | +8.5% | 13,006 | -0.4% | 2.32% | +0.6% |
| Q2 2018 | $2,123,000 | +10.4% | 13,053 | +5.2% | 2.31% | +17.2% |
| Q1 2018 | $1,923,000 | – | 12,402 | – | 1.97% | – |
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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% |