ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $738,000 | +7.7% | 12,765 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $685,000 | -56.8% | 11,360 | -45.3% | 0.00% | 0.0% |
| Q1 2022 | $1,585,000 | -29.4% | 20,759 | -22.6% | 0.00% | -50.0% |
| Q4 2021 | $2,245,000 | -5.7% | 26,837 | +160.6% | 0.00% | -33.3% |
| Q3 2020 | $2,380,000 | +87.7% | 10,300 | +11.1% | 0.00% | -94.5% |
| Q2 2017 | $1,268,000 | +8353.3% | 9,271 | +6716.9% | 0.06% | +5400.0% |
| Q2 2016 | $15,000 | -83.3% | 136 | -82.5% | 0.00% | -85.7% |
| Q1 2016 | $90,000 | -35.7% | 778 | -40.2% | 0.01% | -30.0% |
| Q3 2015 | $140,000 | +2233.3% | 1,302 | +2184.2% | 0.01% | +900.0% |
| Q2 2015 | $6,000 | -98.5% | 57 | -98.4% | 0.00% | -97.8% |
| Q1 2015 | $397,000 | +18.5% | 3,485 | +16.2% | 0.05% | +12.2% |
| Q4 2014 | $335,000 | – | 3,000 | – | 0.04% | – |
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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% |