ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $76,000 | -3.8% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $79,000 | +2.6% | 1,316 | +26.1% | 0.02% | -4.0% |
| Q3 2021 | $77,000 | +1.3% | 1,044 | 0.0% | 0.02% | +19.0% |
| Q2 2021 | $76,000 | +11.8% | 1,044 | 0.0% | 0.02% | +10.5% |
| Q1 2021 | $68,000 | +1.5% | 1,044 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $67,000 | +11.7% | 1,044 | +300.0% | 0.02% | +5.3% |
| Q3 2020 | $60,000 | +11.1% | 261 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $54,000 | +80.0% | 261 | +41.8% | 0.02% | +58.3% |
| Q1 2020 | $30,000 | -16.7% | 184 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $36,000 | +800.0% | 184 | +666.7% | 0.01% | +550.0% |
| Q3 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | – | 24 | – | 0.00% | – |
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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% |