ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,221,608 | -4.5% | 17,855 | -1.7% | 0.03% | -2.9% |
Q2 2023 | $1,279,543 | +8.5% | 18,155 | -1.6% | 0.04% | -7.9% |
Q1 2023 | $1,178,815 | +21.9% | 18,451 | +11.6% | 0.04% | +8.6% |
Q4 2022 | $967,298 | -8.5% | 16,535 | -9.5% | 0.04% | -14.6% |
Q3 2022 | $1,057,000 | -49.2% | 18,279 | -47.0% | 0.04% | -46.1% |
Q2 2022 | $2,081,000 | +64.8% | 34,485 | +108.5% | 0.08% | +90.0% |
Q1 2022 | $1,263,000 | -16.3% | 16,536 | -8.3% | 0.04% | -13.0% |
Q4 2021 | $1,509,000 | +14.5% | 18,035 | +1.2% | 0.05% | +2.2% |
Q3 2021 | $1,318,000 | +1.2% | 17,829 | -0.5% | 0.04% | 0.0% |
Q2 2021 | $1,303,000 | +12.2% | 17,918 | +0.5% | 0.04% | -11.8% |
Q1 2021 | $1,161,000 | -50.1% | 17,826 | -51.1% | 0.05% | -7.3% |
Q4 2020 | $2,328,000 | +88.2% | 36,464 | +581.1% | 0.06% | -19.1% |
Q3 2020 | $1,237,000 | -44.7% | 5,354 | -50.3% | 0.07% | +1.5% |
Q2 2020 | $2,238,000 | +57.4% | 10,782 | +25.1% | 0.07% | +24.1% |
Q1 2020 | $1,422,000 | +46.0% | 8,618 | +71.4% | 0.05% | -10.0% |
Q4 2019 | $974,000 | – | 5,028 | – | 0.06% | – |
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% |