ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,551,812 | -6.5% | 139,600 | -3.7% | 0.01% | 0.0% |
| Q2 2023 | $10,210,804 | -12.6% | 144,900 | -20.7% | 0.01% | -28.6% |
| Q1 2023 | $11,679,092 | +306.6% | 182,800 | +272.3% | 0.01% | +366.7% |
| Q4 2022 | $2,872,350 | -77.2% | 49,100 | -67.4% | 0.00% | -75.0% |
| Q4 2021 | $12,596,000 | +58.3% | 150,530 | +39.9% | 0.01% | +50.0% |
| Q3 2021 | $7,955,000 | +56.0% | 107,630 | +34.7% | 0.01% | +14.3% |
| Q4 2020 | $5,099,000 | -66.5% | 79,902 | +21.2% | 0.01% | -70.8% |
| Q3 2020 | $15,237,000 | +70.2% | 65,938 | +52.9% | 0.02% | +41.2% |
| Q2 2020 | $8,950,000 | +91.2% | 43,133 | +52.8% | 0.02% | +54.5% |
| Q1 2020 | $4,680,000 | +198.5% | 28,233 | +248.6% | 0.01% | +266.7% |
| Q4 2019 | $1,568,000 | +7.5% | 8,100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,458,000 | +69.5% | 8,100 | +68.8% | 0.00% | +50.0% |
| Q2 2019 | $860,000 | +4.0% | 4,800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $827,000 | +14.4% | 4,800 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $723,000 | +104.2% | 4,800 | +140.0% | 0.00% | 0.0% |
| Q3 2018 | $354,000 | +8.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $325,000 | +4.8% | 2,000 | 0.0% | 0.00% | – |
| Q1 2018 | $310,000 | +1.3% | 2,000 | 0.0% | 0.00% | – |
| Q4 2017 | $306,000 | +6.6% | 2,000 | 0.0% | 0.00% | – |
| Q3 2017 | $287,000 | +4.7% | 2,000 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $274,000 | +4.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $263,000 | +8.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $243,000 | +4.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $233,000 | +0.4% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $232,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $232,000 | – | 2,000 | – | 0.00% | – |
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% |