ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,267 | +121.2% | 3,336 | +127.9% | 0.00% | – |
| Q2 2023 | $103,214 | +10.3% | 1,464 | 0.0% | 0.00% | – |
| Q1 2023 | $93,580 | +9.2% | 1,464 | 0.0% | 0.00% | – |
| Q4 2022 | $85,659 | +0.8% | 1,464 | 0.0% | 0.00% | – |
| Q3 2022 | $85,000 | -3.4% | 1,464 | 0.0% | 0.00% | – |
| Q2 2022 | $88,000 | -21.4% | 1,464 | 0.0% | 0.00% | – |
| Q1 2022 | $112,000 | -8.9% | 1,464 | 0.0% | 0.00% | – |
| Q4 2021 | $123,000 | +13.9% | 1,464 | 0.0% | 0.00% | – |
| Q3 2021 | $108,000 | +1.9% | 1,464 | 0.0% | 0.00% | – |
| Q2 2021 | $106,000 | +11.6% | 1,464 | 0.0% | 0.00% | – |
| Q1 2021 | $95,000 | +2.2% | 1,464 | 0.0% | 0.00% | – |
| Q4 2020 | $93,000 | +9.4% | 1,464 | +300.0% | 0.00% | – |
| Q3 2020 | $85,000 | +11.8% | 366 | 0.0% | 0.00% | – |
| Q2 2020 | $76,000 | +26.7% | 366 | 0.0% | 0.00% | – |
| Q1 2020 | $60,000 | -31.0% | 366 | -18.5% | 0.00% | – |
| Q4 2019 | $87,000 | +480.0% | 449 | +441.0% | 0.00% | – |
| Q3 2019 | $15,000 | 0.0% | 83 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | – | 83 | – | 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% |