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 | $645,192 | -3.7% | 9,430 | -0.8% | 0.10% | -2.9% |
Q2 2023 | $670,096 | +10.4% | 9,508 | +0.1% | 0.10% | +6.1% |
Q1 2023 | $606,945 | +8.2% | 9,500 | -0.9% | 0.10% | +4.2% |
Q4 2022 | $560,791 | -0.4% | 9,586 | -1.5% | 0.10% | -2.1% |
Q3 2022 | $563,000 | -4.1% | 9,730 | 0.0% | 0.10% | -37.8% |
Q2 2022 | $587,000 | -23.6% | 9,730 | -3.2% | 0.16% | +45.8% |
Q1 2022 | $768,000 | -8.5% | 10,049 | +0.2% | 0.11% | 0.0% |
Q4 2021 | $839,000 | +8.8% | 10,031 | -3.9% | 0.11% | +3.9% |
Q3 2021 | $771,000 | -0.3% | 10,435 | -1.9% | 0.10% | -2.8% |
Q2 2021 | $773,000 | -7.0% | 10,635 | -16.6% | 0.11% | -13.8% |
Q1 2021 | $831,000 | +0.8% | 12,759 | -1.1% | 0.12% | +4.2% |
Q4 2020 | $824,000 | +9.6% | 12,906 | +296.7% | 0.12% | -3.3% |
Q3 2020 | $752,000 | +13.6% | 3,253 | +5.9% | 0.12% | +15.1% |
Q2 2020 | $662,000 | +17.6% | 3,073 | +1.0% | 0.11% | +5.0% |
Q1 2020 | $563,000 | -0.7% | 3,042 | -3.8% | 0.10% | +2.0% |
Q4 2019 | $567,000 | -12.5% | 3,162 | -12.2% | 0.10% | -19.5% |
Q3 2019 | $648,000 | -4.8% | 3,601 | -5.2% | 0.12% | -7.5% |
Q2 2019 | $681,000 | +3.5% | 3,800 | -0.6% | 0.13% | -0.7% |
Q1 2019 | $658,000 | -33.6% | 3,822 | -41.9% | 0.13% | -38.2% |
Q4 2018 | $991,000 | – | 6,578 | – | 0.22% | – |
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% |