ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,311 | -2.2% | 4,038 | +0.8% | 0.09% | +4.7% |
| Q2 2023 | $282,446 | +10.3% | 4,007 | 0.0% | 0.09% | +3.6% |
| Q1 2023 | $256,037 | +9.2% | 4,007 | 0.0% | 0.08% | +3.8% |
| Q4 2022 | $234,436 | +1.0% | 4,007 | 0.0% | 0.08% | -10.1% |
| Q3 2022 | $232,000 | -11.5% | 4,007 | -7.8% | 0.09% | +32.8% |
| Q2 2022 | $262,000 | -22.3% | 4,347 | -1.4% | 0.07% | -9.5% |
| Q1 2022 | $337,000 | -96.5% | 4,407 | +3765.8% | 0.07% | +722.2% |
| Q4 2021 | $9,538,000 | +2640.8% | 114 | -97.6% | 0.01% | -89.0% |
| Q3 2021 | $348,000 | -3.6% | 4,707 | -5.1% | 0.08% | -3.5% |
| Q2 2021 | $361,000 | +11.8% | 4,962 | +0.1% | 0.08% | +2.4% |
| Q1 2021 | $323,000 | +2.2% | 4,956 | +0.1% | 0.08% | -6.7% |
| Q4 2020 | $316,000 | – | 4,949 | – | 0.09% | – |
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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% |