ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,662,986 | -5.9% | 82,768 | -3.1% | 0.00% | 0.0% |
| Q2 2023 | $6,020,966 | +9.3% | 85,428 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $5,509,426 | +6.6% | 86,233 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $5,167,891 | -5.6% | 88,340 | -6.7% | 0.00% | 0.0% |
| Q3 2022 | $5,477,000 | -6.2% | 94,687 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $5,838,000 | -41.1% | 96,735 | -25.4% | 0.00% | -25.0% |
| Q1 2022 | $9,911,000 | -17.1% | 129,758 | -9.2% | 0.00% | 0.0% |
| Q4 2021 | $11,958,000 | -0.2% | 142,908 | -11.8% | 0.00% | -20.0% |
| Q3 2021 | $11,978,000 | +24.0% | 162,076 | +22.0% | 0.01% | +25.0% |
| Q2 2021 | $9,659,000 | +10.6% | 132,803 | -1.0% | 0.00% | 0.0% |
| Q1 2021 | $8,733,000 | -7.2% | 134,120 | -9.0% | 0.00% | 0.0% |
| Q4 2020 | $9,409,000 | +7.0% | 147,420 | +287.5% | 0.00% | 0.0% |
| Q3 2020 | $8,792,000 | +8.4% | 38,045 | +3.7% | 0.00% | 0.0% |
| Q2 2020 | $8,108,000 | +235.9% | 36,689 | +150.8% | 0.00% | +100.0% |
| Q1 2020 | $2,414,000 | -31.0% | 14,630 | -19.0% | 0.00% | 0.0% |
| Q4 2019 | $3,499,000 | +55.9% | 18,070 | +45.0% | 0.00% | +100.0% |
| Q3 2019 | $2,244,000 | +35.2% | 12,464 | +34.6% | 0.00% | 0.0% |
| Q2 2019 | $1,660,000 | +43.5% | 9,263 | +38.0% | 0.00% | 0.0% |
| Q1 2019 | $1,157,000 | -21.2% | 6,713 | -31.2% | 0.00% | 0.0% |
| Q4 2018 | $1,469,000 | +30.5% | 9,753 | +53.5% | 0.00% | 0.0% |
| Q3 2018 | $1,126,000 | -20.4% | 6,353 | -27.0% | 0.00% | 0.0% |
| Q2 2018 | $1,414,000 | -0.8% | 8,698 | -5.4% | 0.00% | 0.0% |
| Q1 2018 | $1,426,000 | +1.5% | 9,198 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,405,000 | +6.5% | 9,198 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,319,000 | +4.8% | 9,198 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,259,000 | +4.0% | 9,198 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,210,000 | -0.7% | 9,198 | -8.0% | 0.00% | 0.0% |
| Q4 2016 | $1,218,000 | -12.1% | 9,998 | -12.2% | 0.00% | 0.0% |
| Q3 2016 | $1,385,000 | +36.5% | 11,383 | +30.7% | 0.00% | 0.0% |
| Q2 2016 | $1,015,000 | -22.5% | 8,707 | -23.0% | 0.00% | 0.0% |
| Q1 2016 | $1,310,000 | +62.5% | 11,307 | +62.5% | 0.00% | – |
| Q4 2015 | $806,000 | -2.1% | 6,957 | -8.9% | 0.00% | – |
| Q3 2015 | $823,000 | -5.4% | 7,638 | 0.0% | 0.00% | – |
| Q2 2015 | $870,000 | 0.0% | 7,638 | 0.0% | 0.00% | – |
| Q1 2015 | $870,000 | +283.3% | 7,638 | +274.8% | 0.00% | – |
| Q4 2014 | $227,000 | -57.8% | 2,038 | -59.5% | 0.00% | – |
| Q3 2014 | $538,000 | -15.3% | 5,038 | -16.6% | 0.00% | – |
| Q2 2014 | $635,000 | +6.5% | 6,038 | 0.0% | 0.00% | – |
| Q4 2013 | $596,000 | +10.4% | 6,038 | 0.0% | 0.00% | – |
| Q3 2013 | $540,000 | +6.5% | 6,038 | 0.0% | 0.00% | – |
| Q2 2013 | $507,000 | – | 6,038 | – | 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% |