ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,943,194 | -0.4% | 43,017 | +2.6% | 0.10% | +4.0% |
| Q2 2023 | $2,954,138 | +9.7% | 41,915 | -0.6% | 0.10% | +6.5% |
| Q1 2023 | $2,693,255 | +4.7% | 42,155 | -4.1% | 0.09% | 0.0% |
| Q4 2022 | $2,571,343 | +13.1% | 43,955 | +11.9% | 0.09% | +9.4% |
| Q3 2022 | $2,273,000 | -15.9% | 39,285 | -1.0% | 0.08% | -15.0% |
| Q2 2022 | $2,702,000 | -10.5% | 39,695 | +0.4% | 0.10% | +4.2% |
| Q1 2022 | $3,020,000 | -14.0% | 39,540 | -5.8% | 0.10% | -8.6% |
| Q4 2021 | $3,510,000 | +8.7% | 41,957 | -4.0% | 0.10% | +1.0% |
| Q3 2021 | $3,229,000 | -0.6% | 43,683 | -2.2% | 0.10% | 0.0% |
| Q2 2021 | $3,249,000 | +8.3% | 44,672 | -3.0% | 0.10% | +3.0% |
| Q1 2021 | $3,000,000 | -3.0% | 46,072 | -4.9% | 0.10% | -8.2% |
| Q4 2020 | $3,092,000 | +4.1% | 48,444 | +277.0% | 0.11% | -9.8% |
| Q3 2020 | $2,969,000 | +11.7% | 12,850 | +0.4% | 0.12% | +4.3% |
| Q2 2020 | $2,657,000 | +1118.8% | 12,805 | +870.1% | 0.12% | +631.2% |
| Q1 2020 | $218,000 | +7.4% | 1,320 | +17.3% | 0.02% | +33.3% |
| Q3 2019 | $203,000 | – | 1,125 | – | 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% |