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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,057,636 | -6.3% | 58,560 | -4.7% | 0.55% | -5.8% |
| Q2 2023 | $4,328,751 | +10.0% | 61,418 | -0.3% | 0.58% | -3.9% |
| Q1 2023 | $3,934,334 | -2.4% | 61,580 | -10.7% | 0.61% | -1.8% |
| Q4 2022 | $4,032,109 | +0.6% | 68,925 | -0.5% | 0.62% | -7.2% |
| Q3 2022 | $4,007,000 | -21.6% | 69,272 | -18.2% | 0.67% | -14.4% |
| Q2 2022 | $5,113,000 | -21.4% | 84,726 | -0.5% | 0.78% | -14.0% |
| Q1 2022 | $6,503,000 | +41.4% | 85,143 | +54.9% | 0.91% | +38.7% |
| Q4 2021 | $4,599,000 | +20.0% | 54,961 | +6.0% | 0.65% | +8.1% |
| Q3 2021 | $3,832,000 | +27.7% | 51,853 | +25.7% | 0.60% | +25.8% |
| Q2 2021 | $3,000,000 | +11.5% | 41,248 | -0.2% | 0.48% | +4.3% |
| Q1 2021 | $2,691,000 | +1.8% | 41,332 | -0.2% | 0.46% | -6.5% |
| Q4 2020 | $2,643,000 | +30.1% | 41,412 | +371.0% | 0.49% | +9.6% |
| Q3 2020 | $2,032,000 | +7.4% | 8,792 | -3.6% | 0.45% | +1.6% |
| Q2 2020 | $1,892,000 | +38.7% | 9,117 | +10.3% | 0.44% | +20.4% |
| Q1 2020 | $1,364,000 | -13.1% | 8,265 | +1.9% | 0.37% | +11.5% |
| Q4 2019 | $1,570,000 | +5.7% | 8,110 | 0.0% | 0.33% | +0.6% |
| Q3 2019 | $1,485,000 | +12.8% | 8,110 | +10.4% | 0.33% | +6.5% |
| Q2 2019 | $1,317,000 | +10.6% | 7,346 | +6.3% | 0.31% | +4.4% |
| Q1 2019 | $1,191,000 | +22.3% | 6,911 | +6.9% | 0.30% | +3.1% |
| Q4 2018 | $974,000 | – | 6,466 | – | 0.29% | – |
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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% |