ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,173,000 | +11.0% | 49,873 | -1.9% | 2.79% | +20.5% |
| Q3 2021 | $3,759,000 | +200.7% | 50,859 | +165.0% | 2.32% | +148.2% |
| Q1 2021 | $1,250,000 | +1.8% | 19,192 | -0.2% | 0.93% | -1.5% |
| Q4 2020 | $1,228,000 | +22.6% | 19,234 | +343.5% | 0.95% | -23.6% |
| Q3 2020 | $1,002,000 | -5.2% | 4,337 | -14.9% | 1.24% | +3.5% |
| Q2 2020 | $1,057,000 | -21.5% | 5,095 | -32.9% | 1.20% | +52.7% |
| Q3 2018 | $1,346,000 | +52.6% | 7,596 | +40.1% | 0.78% | -13.7% |
| Q2 2018 | $882,000 | -28.5% | 5,422 | -31.9% | 0.91% | +20.8% |
| Q1 2018 | $1,234,000 | +197.3% | 7,958 | +192.8% | 0.75% | +95.6% |
| Q4 2017 | $415,000 | -47.1% | 2,718 | -50.3% | 0.38% | -25.5% |
| Q3 2017 | $784,000 | +1.3% | 5,467 | -3.3% | 0.52% | -2.3% |
| Q2 2017 | $774,000 | +54.5% | 5,653 | +48.3% | 0.53% | -8.5% |
| Q1 2017 | $501,000 | – | 3,811 | – | 0.58% | – |
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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% |