ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $640,177 | -2.8% | 9,356 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $658,787 | -9.0% | 9,347 | -17.5% | 0.01% | 0.0% |
| Q1 2023 | $723,869 | +12.3% | 11,329 | +2.8% | 0.01% | 0.0% |
| Q4 2022 | $644,556 | +0.2% | 11,017 | -0.8% | 0.01% | 0.0% |
| Q3 2022 | $643,000 | -6.0% | 11,107 | -2.0% | 0.01% | 0.0% |
| Q2 2022 | $684,000 | -21.3% | 11,331 | -0.4% | 0.01% | -16.7% |
| Q1 2022 | $869,000 | -79.5% | 11,377 | -77.6% | 0.01% | -78.6% |
| Q4 2021 | $4,247,000 | +477.8% | 50,763 | +410.6% | 0.03% | +460.0% |
| Q3 2021 | $735,000 | -30.1% | 9,941 | -31.3% | 0.01% | -37.5% |
| Q2 2021 | $1,052,000 | +6.7% | 14,471 | -4.4% | 0.01% | 0.0% |
| Q1 2021 | $986,000 | +3.9% | 15,140 | +1.8% | 0.01% | -11.1% |
| Q4 2020 | $949,000 | +3.3% | 14,870 | +273.9% | 0.01% | -10.0% |
| Q3 2020 | $919,000 | +13.5% | 3,977 | +2.1% | 0.01% | -9.1% |
| Q2 2020 | $810,000 | +75.7% | 3,896 | +39.6% | 0.01% | +83.3% |
| Q1 2020 | $461,000 | -14.6% | 2,791 | +0.2% | 0.01% | 0.0% |
| Q4 2019 | $540,000 | +14.4% | 2,786 | +6.2% | 0.01% | 0.0% |
| Q3 2019 | $472,000 | – | 2,623 | – | 0.01% | – |
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% |