ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $212,776,000 | +5.8% | 1,181,896 | +5.3% | 0.42% | +7.9% |
| Q2 2019 | $201,088,000 | +99.0% | 1,121,896 | +91.4% | 0.39% | -0.5% |
| Q1 2019 | $101,028,000 | +7.5% | 586,148 | -6.0% | 0.40% | -3.7% |
| Q4 2018 | $93,995,000 | -19.9% | 623,848 | -5.8% | 0.41% | -4.9% |
| Q3 2018 | $117,384,000 | +6.5% | 662,548 | -2.2% | 0.43% | +2.1% |
| Q2 2018 | $110,209,000 | -6.4% | 677,748 | -10.8% | 0.42% | -10.2% |
| Q1 2018 | $117,768,000 | +3.3% | 759,448 | +1.8% | 0.47% | +5.1% |
| Q4 2017 | $113,958,000 | +17.7% | 745,948 | +10.5% | 0.45% | +7.2% |
| Q3 2017 | $96,830,000 | +8.9% | 675,148 | +3.9% | 0.42% | +3.2% |
| Q2 2017 | $88,945,000 | +18.4% | 649,948 | +13.8% | 0.40% | +19.2% |
| Q1 2017 | $75,091,000 | +2.4% | 570,948 | -5.2% | 0.34% | -1.5% |
| Q4 2016 | $73,323,000 | -13.8% | 602,048 | -13.9% | 0.34% | -8.0% |
| Q3 2016 | $85,034,000 | +6.6% | 698,948 | +2.2% | 0.37% | +5.4% |
| Q2 2016 | $79,735,000 | -5.2% | 683,948 | -5.8% | 0.36% | -5.8% |
| Q1 2016 | $84,107,000 | +4.7% | 725,748 | +4.6% | 0.38% | +7.4% |
| Q4 2015 | $80,313,000 | +8.4% | 693,548 | +0.9% | 0.35% | +15.5% |
| Q3 2015 | $74,123,000 | -1.3% | 687,598 | +4.2% | 0.30% | +1.0% |
| Q2 2015 | $75,136,000 | +3.1% | 659,898 | +3.2% | 0.30% | +0.3% |
| Q1 2015 | $72,871,000 | +8.4% | 639,498 | +6.2% | 0.30% | +11.1% |
| Q4 2014 | $67,194,000 | +12.7% | 602,098 | +7.8% | 0.27% | +5.9% |
| Q3 2014 | $59,637,000 | +21.6% | 558,298 | +19.7% | 0.26% | +25.0% |
| Q2 2014 | $49,060,000 | -10.4% | 466,398 | -15.0% | 0.20% | -14.3% |
| Q1 2014 | $54,772,000 | +1.1% | 548,598 | 0.0% | 0.24% | -2.1% |
| Q4 2013 | $54,174,000 | +59.7% | 548,598 | +44.6% | 0.24% | +45.5% |
| Q3 2013 | $33,912,000 | -1.6% | 379,498 | -7.5% | 0.17% | -8.7% |
| Q2 2013 | $34,469,000 | – | 410,298 | – | 0.18% | – |
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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% |