ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,949 | +12.5% | 3,726 | +15.9% | 0.03% | +16.0% |
| Q2 2023 | $226,540 | +7.5% | 3,214 | -2.5% | 0.02% | 0.0% |
| Q1 2023 | $210,736 | +9.3% | 3,298 | +0.0% | 0.02% | +4.2% |
| Q4 2022 | $192,891 | +1.0% | 3,297 | +0.0% | 0.02% | -7.7% |
| Q3 2022 | $191,000 | -72.9% | 3,296 | -64.3% | 0.03% | -68.7% |
| Q1 2022 | $705,000 | -11.1% | 9,231 | -2.6% | 0.08% | -6.7% |
| Q4 2021 | $793,000 | +1.9% | 9,478 | -9.9% | 0.09% | -7.3% |
| Q3 2021 | $778,000 | -3.4% | 10,521 | -5.0% | 0.10% | -2.0% |
| Q2 2021 | $805,000 | +9.7% | 11,073 | -1.8% | 0.10% | +2.1% |
| Q1 2021 | $734,000 | -6.3% | 11,271 | -8.1% | 0.10% | -11.9% |
| Q4 2020 | $783,000 | +12.0% | 12,270 | +305.6% | 0.11% | -0.9% |
| Q3 2020 | $699,000 | +147.0% | 3,025 | +121.8% | 0.11% | +129.2% |
| Q2 2020 | $283,000 | +35.4% | 1,364 | +7.9% | 0.05% | +9.1% |
| Q1 2020 | $209,000 | -19.6% | 1,264 | -5.9% | 0.04% | +2.3% |
| Q4 2019 | $260,000 | -9.1% | 1,343 | -15.6% | 0.04% | -15.7% |
| Q3 2019 | $286,000 | +0.4% | 1,592 | +0.1% | 0.05% | -1.9% |
| Q2 2019 | $285,000 | +7.1% | 1,591 | +3.1% | 0.05% | +4.0% |
| Q1 2019 | $266,000 | +10.8% | 1,543 | +14.0% | 0.05% | +11.1% |
| Q3 2018 | $240,000 | -6.6% | 1,353 | -14.5% | 0.04% | -11.8% |
| Q2 2018 | $257,000 | +19.5% | 1,582 | +13.9% | 0.05% | +15.9% |
| Q1 2018 | $215,000 | – | 1,389 | – | 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% |