ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $212,497 | -16.6% | 3,015 | -24.4% | 0.02% | -24.2% |
Q1 2023 | $254,857 | +8.9% | 3,989 | -0.3% | 0.03% | -2.9% |
Q4 2022 | $233,941 | -1.3% | 3,999 | -2.5% | 0.03% | +3.0% |
Q3 2022 | $237,000 | -4.8% | 4,101 | -0.7% | 0.03% | +6.5% |
Q2 2022 | $249,000 | -10.1% | 4,129 | -3.0% | 0.03% | +14.8% |
Q1 2022 | $277,000 | -20.6% | 4,258 | +2.0% | 0.03% | 0.0% |
Q4 2021 | $349,000 | +12.2% | 4,176 | -0.8% | 0.03% | +12.5% |
Q3 2021 | $311,000 | +2.0% | 4,211 | +0.3% | 0.02% | 0.0% |
Q2 2021 | $305,000 | +4.5% | 4,197 | -6.4% | 0.02% | -7.7% |
Q1 2021 | $292,000 | – | 4,482 | – | 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% |