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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,756,410 | +49.2% | 25,671 | +53.7% | 0.20% | +57.1% |
| Q2 2023 | $1,177,016 | +62.7% | 16,700 | +47.5% | 0.13% | +53.7% |
| Q1 2023 | $723,555 | +54.1% | 11,325 | +41.1% | 0.08% | +49.1% |
| Q4 2022 | $469,462 | -41.1% | 8,025 | -41.7% | 0.06% | -46.1% |
| Q3 2022 | $797,000 | +12.3% | 13,770 | +17.0% | 0.10% | +15.9% |
| Q2 2022 | $710,000 | -45.1% | 11,766 | -30.5% | 0.09% | -36.2% |
| Q1 2022 | $1,294,000 | -2.8% | 16,941 | +6.5% | 0.14% | +2.2% |
| Q4 2021 | $1,331,000 | -17.4% | 15,912 | +14.4% | 0.14% | -70.2% |
| Q1 2016 | $1,612,000 | +36.7% | 13,910 | +36.6% | 0.45% | +40.7% |
| Q4 2015 | $1,179,000 | – | 10,185 | – | 0.32% | – |
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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% |