ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. 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 | $30,866,652 | -8.5% | 449,670 | -6.1% | 0.08% | -5.8% |
Q2 2023 | $33,736,021 | +6.6% | 478,661 | -3.4% | 0.09% | +2.4% |
Q1 2023 | $31,660,764 | -10.2% | 495,551 | -17.8% | 0.08% | -16.8% |
Q4 2022 | $35,265,527 | +4.2% | 602,829 | +3.1% | 0.10% | -8.2% |
Q3 2022 | $33,830,000 | -3.5% | 584,790 | +0.7% | 0.11% | +2.8% |
Q2 2022 | $35,050,000 | -19.4% | 580,783 | +2.0% | 0.11% | -7.8% |
Q1 2022 | $43,510,000 | -3.1% | 569,648 | +6.1% | 0.12% | -2.5% |
Q4 2021 | $44,904,000 | +17.3% | 536,679 | +3.6% | 0.12% | +5.3% |
Q3 2021 | $38,296,000 | +3.7% | 518,151 | +2.1% | 0.11% | +5.6% |
Q2 2021 | $36,912,000 | -6.0% | 507,518 | -15.9% | 0.11% | -13.0% |
Q1 2021 | $39,279,000 | +6.5% | 603,272 | +4.4% | 0.12% | -2.4% |
Q4 2020 | $36,865,000 | +16.9% | 577,647 | +322.5% | 0.13% | 0.0% |
Q3 2020 | $31,525,000 | +16.3% | 136,733 | +4.6% | 0.13% | +5.9% |
Q2 2020 | $27,117,000 | +59.6% | 130,691 | +27.0% | 0.12% | +30.8% |
Q1 2020 | $16,990,000 | -5.7% | 102,936 | +10.7% | 0.09% | +4.6% |
Q4 2019 | $18,008,000 | +13.9% | 92,998 | +2.4% | 0.09% | +2.4% |
Q3 2019 | $15,814,000 | +3.7% | 90,841 | +6.7% | 0.08% | -4.5% |
Q2 2019 | $15,257,000 | +19.0% | 85,122 | +14.5% | 0.09% | +27.1% |
Q1 2019 | $12,817,000 | +26.7% | 74,366 | +13.8% | 0.07% | 0.0% |
Q4 2018 | $10,115,000 | – | 65,372 | – | 0.07% | – |
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% |