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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $10,948,000 | +24.6% | 96,081 | +22.0% | 0.11% | +19.1% |
| Q4 2014 | $8,788,000 | +43.1% | 78,745 | +37.0% | 0.09% | +9.3% |
| Q3 2014 | $6,142,000 | +3.5% | 57,497 | +1.9% | 0.09% | +3.6% |
| Q2 2014 | $5,937,000 | +5.1% | 56,437 | -0.3% | 0.08% | +1.2% |
| Q1 2014 | $5,650,000 | +16.7% | 56,587 | +15.4% | 0.08% | -1.2% |
| Q4 2013 | $4,840,000 | +13.8% | 49,015 | +3.0% | 0.08% | +5.1% |
| Q3 2013 | $4,254,000 | +9.0% | 47,603 | +2.5% | 0.08% | +1.3% |
| Q2 2013 | $3,902,000 | – | 46,450 | – | 0.08% | – |
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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% |