ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,056,443 | +420.7% | 15,201 | +440.4% | 0.10% | +444.4% |
Q2 2023 | $202,898 | -23.7% | 2,813 | -31.6% | 0.02% | -85.2% |
Q4 2020 | $266,000 | -7.6% | 4,111 | +234.8% | 0.12% | -20.8% |
Q3 2020 | $288,000 | -12.7% | 1,228 | -20.9% | 0.15% | -23.4% |
Q2 2020 | $330,000 | +18.3% | 1,552 | 0.0% | 0.20% | -3.4% |
Q1 2020 | $279,000 | -7.6% | 1,552 | +2.7% | 0.21% | +5.1% |
Q4 2019 | $302,000 | +14.0% | 1,511 | 0.0% | 0.20% | -9.6% |
Q3 2019 | $265,000 | -26.2% | 1,511 | -23.2% | 0.22% | -36.3% |
Q2 2019 | $359,000 | -3.8% | 1,967 | -7.8% | 0.34% | -14.2% |
Q1 2019 | $373,000 | +44.0% | 2,134 | +24.4% | 0.40% | +16.9% |
Q4 2018 | $259,000 | – | 1,716 | – | 0.34% | – |
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% |