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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,851 | -2.6% | 7,515 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $529,658 | +10.3% | 7,515 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $480,134 | +11.0% | 7,515 | +1.6% | 0.02% | 0.0% |
| Q4 2022 | $432,549 | +1.1% | 7,394 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $428,000 | -4.0% | 7,394 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $446,000 | -18.9% | 7,394 | +2.6% | 0.02% | -9.1% |
| Q1 2022 | $550,000 | -8.8% | 7,204 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $603,000 | +13.3% | 7,204 | 0.0% | 0.02% | -27.6% |
| Q3 2021 | $532,000 | +1.5% | 7,204 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $524,000 | +11.7% | 7,204 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $469,000 | +2.0% | 7,204 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $460,000 | +10.6% | 7,204 | +300.0% | 0.03% | -6.2% |
| Q3 2020 | $416,000 | +11.2% | 1,801 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $374,000 | +25.9% | 1,801 | 0.0% | 0.03% | +3.2% |
| Q1 2020 | $297,000 | -14.9% | 1,801 | 0.0% | 0.03% | +6.9% |
| Q4 2019 | $349,000 | +7.7% | 1,801 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $324,000 | +5.9% | 1,801 | +5.6% | 0.03% | +7.1% |
| Q2 2019 | $306,000 | +39.1% | 1,705 | +1.8% | 0.03% | +16.7% |
| Q1 2017 | $220,000 | +7.8% | 1,675 | 0.0% | 0.02% | +4.3% |
| Q4 2016 | $204,000 | -90.0% | 1,675 | 0.0% | 0.02% | -14.8% |
| Q3 2016 | $2,038,000 | – | 1,675 | – | 0.03% | – |
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% |