ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,024,069 | -3.4% | 29,583 | -0.5% | 0.49% | -1.0% |
| Q2 2023 | $2,094,877 | +8.0% | 29,723 | -2.1% | 0.49% | +2.1% |
| Q1 2023 | $1,940,531 | +7.3% | 30,373 | -1.7% | 0.48% | +2.3% |
| Q4 2022 | $1,807,709 | +1.1% | 30,901 | 0.0% | 0.47% | -7.8% |
| Q3 2022 | $1,788,000 | -4.1% | 30,901 | 0.0% | 0.51% | +1.8% |
| Q2 2022 | $1,865,000 | -21.3% | 30,901 | -0.4% | 0.50% | -9.7% |
| Q1 2022 | $2,369,000 | -9.4% | 31,020 | -0.8% | 0.56% | -7.2% |
| Q4 2021 | $2,616,000 | +11.0% | 31,265 | -1.9% | 0.60% | +3.6% |
| Q3 2021 | $2,356,000 | +1.6% | 31,870 | 0.0% | 0.58% | -1.7% |
| Q2 2021 | $2,318,000 | +11.7% | 31,870 | 0.0% | 0.59% | +0.5% |
| Q1 2021 | $2,075,000 | +1.6% | 31,870 | -0.4% | 0.58% | -3.8% |
| Q4 2020 | $2,043,000 | +9.0% | 32,006 | +294.6% | 0.61% | +1.7% |
| Q3 2020 | $1,875,000 | +8.1% | 8,112 | -2.9% | 0.60% | +5.1% |
| Q2 2020 | $1,734,000 | +23.0% | 8,357 | -2.2% | 0.57% | -4.2% |
| Q1 2020 | $1,410,000 | -16.1% | 8,544 | -1.5% | 0.59% | -4.5% |
| Q4 2019 | $1,680,000 | +7.3% | 8,676 | -0.2% | 0.62% | -3.9% |
| Q3 2019 | $1,566,000 | -1.8% | 8,696 | -2.2% | 0.65% | -5.1% |
| Q2 2019 | $1,594,000 | +3.2% | 8,895 | -0.7% | 0.68% | -4.3% |
| Q1 2019 | $1,545,000 | +13.9% | 8,962 | -0.5% | 0.71% | +3.5% |
| Q4 2018 | $1,357,000 | -21.3% | 9,006 | -7.5% | 0.69% | -0.3% |
| Q3 2018 | $1,724,000 | +213.5% | 9,733 | +111.5% | 0.69% | +221.4% |
| Q2 2018 | $550,000 | -64.1% | 4,601 | -53.4% | 0.22% | -66.5% |
| Q1 2018 | $1,532,000 | +1.1% | 9,881 | -0.4% | 0.64% | -1.5% |
| Q4 2017 | $1,515,000 | +4.8% | 9,918 | -1.6% | 0.65% | +5.0% |
| Q3 2017 | $1,445,000 | – | 10,077 | – | 0.62% | – |
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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% |