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 2023 | $262 | -3.0% | 3,836 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $270 | +10.2% | 3,836 | 0.0% | 0.04% | +4.8% |
Q1 2023 | $245 | +9.4% | 3,836 | 0.0% | 0.04% | +2.4% |
Q4 2022 | $224 | -99.9% | 3,836 | -2.2% | 0.04% | -8.9% |
Q3 2022 | $227,000 | -4.2% | 3,924 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $237,000 | -21.0% | 3,924 | 0.0% | 0.04% | -11.8% |
Q1 2022 | $300,000 | -8.5% | 3,924 | 0.0% | 0.05% | -7.3% |
Q4 2021 | $328,000 | +13.1% | 3,924 | 0.0% | 0.06% | +1.9% |
Q3 2021 | $290,000 | +1.8% | 3,924 | 0.0% | 0.05% | -1.8% |
Q2 2021 | $285,000 | +11.8% | 3,924 | 0.0% | 0.06% | +1.9% |
Q1 2021 | $255,000 | +2.0% | 3,924 | 0.0% | 0.05% | -11.5% |
Q4 2020 | $250,000 | +10.1% | 3,924 | +300.0% | 0.06% | -7.6% |
Q3 2020 | $227,000 | +11.3% | 981 | 0.0% | 0.07% | 0.0% |
Q2 2020 | $204,000 | +1.0% | 981 | -12.5% | 0.07% | -2.9% |
Q3 2019 | $202,000 | -21.4% | 1,121 | -21.9% | 0.07% | -20.9% |
Q2 2019 | $257,000 | -16.6% | 1,435 | -19.6% | 0.09% | -20.4% |
Q1 2019 | $308,000 | +15.8% | 1,785 | +1.2% | 0.11% | +0.9% |
Q4 2018 | $266,000 | -14.7% | 1,763 | 0.0% | 0.11% | -2.7% |
Q3 2018 | $312,000 | +1.0% | 1,763 | -7.1% | 0.11% | -6.0% |
Q2 2018 | $309,000 | +5.1% | 1,898 | 0.0% | 0.12% | +3.5% |
Q1 2018 | $294,000 | +1.4% | 1,898 | 0.0% | 0.11% | +4.6% |
Q4 2017 | $290,000 | +4.7% | 1,898 | -1.6% | 0.11% | +1.9% |
Q3 2017 | $277,000 | +4.9% | 1,928 | 0.0% | 0.11% | 0.0% |
Q2 2017 | $264,000 | +3.9% | 1,928 | 0.0% | 0.11% | 0.0% |
Q1 2017 | $254,000 | +8.1% | 1,928 | 0.0% | 0.11% | +3.9% |
Q4 2016 | $235,000 | 0.0% | 1,928 | 0.0% | 0.10% | -1.9% |
Q3 2016 | $235,000 | +4.4% | 1,928 | 0.0% | 0.10% | +1.0% |
Q2 2016 | $225,000 | +0.9% | 1,928 | 0.0% | 0.10% | -3.7% |
Q1 2016 | $223,000 | 0.0% | 1,928 | 0.0% | 0.11% | -10.8% |
Q4 2015 | $223,000 | +7.2% | 1,928 | 0.0% | 0.12% | -1.6% |
Q3 2015 | $208,000 | -5.5% | 1,928 | 0.0% | 0.12% | +6.1% |
Q2 2015 | $220,000 | 0.0% | 1,928 | 0.0% | 0.12% | +0.9% |
Q1 2015 | $220,000 | +2.3% | 1,928 | 0.0% | 0.11% | +2.7% |
Q4 2014 | $215,000 | +4.4% | 1,928 | 0.0% | 0.11% | +3.7% |
Q3 2014 | $206,000 | -4.2% | 1,928 | -5.8% | 0.11% | -0.9% |
Q2 2014 | $215,000 | +5.4% | 2,046 | 0.0% | 0.11% | -10.0% |
Q1 2014 | $204,000 | -50.8% | 2,046 | -51.3% | 0.12% | -53.5% |
Q4 2013 | $415,000 | -0.2% | 4,201 | -9.7% | 0.26% | -7.9% |
Q3 2013 | $416,000 | +6.4% | 4,651 | 0.0% | 0.28% | +0.4% |
Q2 2013 | $391,000 | – | 4,651 | – | 0.28% | – |
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% |