ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,052,766 | +12.3% | 15,388 | +15.7% | 0.19% | +16.1% |
| Q2 2023 | $937,539 | +23.3% | 13,305 | +11.8% | 0.16% | +17.5% |
| Q1 2023 | $760,498 | +314.7% | 11,906 | +279.8% | 0.14% | +302.9% |
| Q4 2022 | $183,394 | +12.5% | 3,135 | +11.4% | 0.03% | +6.2% |
| Q3 2022 | $163,000 | -1.2% | 2,814 | +3.0% | 0.03% | +3.2% |
| Q2 2022 | $165,000 | +3.1% | 2,731 | +30.0% | 0.03% | +19.2% |
| Q1 2022 | $160,000 | +9.6% | 2,101 | +5.6% | 0.03% | +8.3% |
| Q4 2021 | $146,000 | +29.2% | 1,989 | +30.1% | 0.02% | +26.3% |
| Q3 2021 | $113,000 | +5.6% | 1,529 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $107,000 | +15.1% | 1,476 | +2.8% | 0.02% | +5.6% |
| Q1 2021 | $93,000 | +1.1% | 1,436 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $92,000 | +10.8% | 1,436 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $83,000 | +12.2% | 359 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $74,000 | +25.4% | 359 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $59,000 | -15.7% | 359 | 0.0% | 0.02% | +5.9% |
| Q4 2019 | $70,000 | +7.7% | 359 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $65,000 | +1.6% | 359 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $64,000 | +3.2% | 359 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $62,000 | +14.8% | 359 | 0.0% | 0.02% | -5.6% |
| Q4 2018 | $54,000 | -15.6% | 359 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $64,000 | +10.3% | 359 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $58,000 | +3.6% | 359 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $56,000 | +1.8% | 359 | 0.0% | 0.02% | +5.9% |
| Q4 2017 | $55,000 | +7.8% | 359 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $51,000 | +4.1% | 359 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $49,000 | +4.3% | 359 | 0.0% | 0.02% | -5.6% |
| Q1 2017 | $47,000 | +6.8% | 359 | 0.0% | 0.02% | +5.9% |
| Q4 2016 | $44,000 | 0.0% | 359 | 0.0% | 0.02% | -10.5% |
| Q3 2016 | $44,000 | +4.8% | 359 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $42,000 | – | 359 | – | 0.02% | – |
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% |