ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 613 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,472,000 | +6.5% | 9,635 | 0.0% | 0.02% | -11.5% |
| Q3 2017 | $1,382,000 | +4.8% | 9,635 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $1,319,000 | +4.1% | 9,635 | 0.0% | 0.03% | +4.0% |
| Q1 2017 | $1,267,000 | +8.0% | 9,635 | 0.0% | 0.02% | +4.2% |
| Q4 2016 | $1,173,000 | +0.1% | 9,635 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $1,172,000 | +4.4% | 9,635 | 0.0% | 0.02% | +9.1% |
| Q2 2016 | $1,123,000 | +0.5% | 9,635 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $1,117,000 | +0.1% | 9,635 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $1,116,000 | +7.4% | 9,635 | 0.0% | 0.02% | +4.8% |
| Q3 2015 | $1,039,000 | +2955.9% | 9,635 | +3111.7% | 0.02% | +2000.0% |
| Q2 2015 | $34,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $34,000 | +3.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $33,000 | +3.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $32,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $32,000 | -92.4% | 300 | -92.9% | 0.00% | -88.9% |
| Q1 2014 | $421,000 | +1303.3% | 4,220 | +1306.7% | 0.01% | +800.0% |
| Q4 2013 | $30,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $27,000 | +8.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $25,000 | – | 300 | – | 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% |