ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $6,667,000 | -6.7% | 61,848 | -1.5% | 0.15% | +66.7% |
| Q2 2015 | $7,146,000 | -3.2% | 62,758 | -3.1% | 0.09% | -7.2% |
| Q1 2015 | $7,379,000 | -2.5% | 64,758 | -4.5% | 0.10% | +51.6% |
| Q4 2014 | $7,566,000 | +5.9% | 67,797 | +1.3% | 0.06% | +4.9% |
| Q3 2014 | $7,146,000 | +0.8% | 66,894 | -0.8% | 0.06% | -79.5% |
| Q2 2014 | $7,092,000 | +4.0% | 67,419 | -1.3% | 0.30% | -1.3% |
| Q1 2014 | $6,818,000 | +0.1% | 68,292 | -1.0% | 0.30% | +74.6% |
| Q4 2013 | $6,813,000 | +0.4% | 68,994 | -9.1% | 0.17% | -12.2% |
| Q3 2013 | $6,784,000 | -3.5% | 75,920 | -9.3% | 0.20% | +97.0% |
| Q2 2013 | $7,029,000 | – | 83,674 | – | 0.10% | – |
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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% |