ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,997 | -2.9% | 3,040 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $214,259 | -53.9% | 3,040 | -6.3% | 0.01% | -75.0% |
Q3 2017 | $465,000 | -8.5% | 3,245 | -12.5% | 0.05% | -10.3% |
Q2 2017 | $508,000 | +23.3% | 3,710 | +18.3% | 0.06% | +18.4% |
Q1 2017 | $412,000 | +7.9% | 3,136 | 0.0% | 0.05% | 0.0% |
Q4 2016 | $382,000 | -7.1% | 3,136 | -7.1% | 0.05% | -16.9% |
Q3 2016 | $411,000 | +4.3% | 3,376 | 0.0% | 0.06% | -1.7% |
Q2 2016 | $394,000 | +0.8% | 3,376 | 0.0% | 0.06% | -1.6% |
Q1 2016 | $391,000 | 0.0% | 3,376 | 0.0% | 0.06% | -6.2% |
Q4 2015 | $391,000 | +7.4% | 3,376 | 0.0% | 0.06% | 0.0% |
Q3 2015 | $364,000 | -5.2% | 3,376 | 0.0% | 0.06% | 0.0% |
Q2 2015 | $384,000 | +4.3% | 3,376 | +4.6% | 0.06% | +4.8% |
Q1 2015 | $368,000 | +2.2% | 3,229 | 0.0% | 0.06% | 0.0% |
Q4 2014 | $360,000 | +10.8% | 3,229 | +6.1% | 0.06% | +3.3% |
Q3 2014 | $325,000 | -14.2% | 3,044 | -15.6% | 0.06% | -14.3% |
Q2 2014 | $379,000 | -1.6% | 3,607 | -6.5% | 0.07% | -5.4% |
Q1 2014 | $385,000 | -9.6% | 3,857 | -10.6% | 0.07% | -7.5% |
Q4 2013 | $426,000 | +4.9% | 4,316 | -5.0% | 0.08% | -18.4% |
Q3 2013 | $406,000 | +6.6% | 4,541 | 0.0% | 0.10% | -6.7% |
Q2 2013 | $381,000 | – | 4,541 | – | 0.10% | – |
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% |