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 | $1,750,932 | -57.3% | 25,591 | -56.0% | 0.07% | -12.3% |
| Q2 2023 | $4,102,348 | +179.8% | 58,206 | +153.6% | 0.08% | -2.4% |
| Q1 2023 | $1,466,283 | +9.2% | 22,950 | +0.0% | 0.08% | +97.6% |
| Q4 2022 | $1,342,272 | +65.9% | 22,945 | +64.2% | 0.04% | -40.0% |
| Q3 2022 | $809,000 | -4.1% | 13,978 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $844,000 | -30.6% | 13,978 | -12.3% | 0.07% | -17.4% |
| Q1 2022 | $1,217,000 | -16.9% | 15,930 | -9.0% | 0.09% | -18.1% |
| Q4 2021 | $1,464,000 | +63.0% | 17,496 | +44.0% | 0.10% | +34.6% |
| Q3 2021 | $898,000 | +1.6% | 12,152 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $884,000 | +11.8% | 12,152 | 0.0% | 0.08% | -2.5% |
| Q1 2021 | $791,000 | -7.7% | 12,152 | -9.5% | 0.08% | -19.0% |
| Q4 2020 | $857,000 | +4.5% | 13,432 | +278.6% | 0.10% | -13.0% |
| Q3 2020 | $820,000 | +11.4% | 3,548 | 0.0% | 0.12% | -1.7% |
| Q2 2020 | $736,000 | +17.4% | 3,548 | 0.0% | 0.12% | 0.0% |
| Q1 2020 | $627,000 | -33.4% | 3,548 | -26.2% | 0.12% | -39.1% |
| Q4 2019 | $942,000 | +23.8% | 4,807 | +14.5% | 0.19% | +7.3% |
| Q3 2019 | $761,000 | +0.7% | 4,198 | -0.5% | 0.18% | +1.1% |
| Q2 2019 | $756,000 | +113.6% | 4,220 | +112.9% | 0.18% | +115.9% |
| Q1 2019 | $354,000 | +21.2% | 1,982 | +8.1% | 0.08% | +9.3% |
| Q4 2018 | $292,000 | -58.5% | 1,834 | -53.7% | 0.08% | -56.6% |
| Q3 2018 | $703,000 | +3600.0% | 3,960 | +3172.7% | 0.17% | +2371.4% |
| Q1 2018 | $19,000 | -93.0% | 121 | -93.2% | 0.01% | -93.1% |
| Q4 2017 | $272,000 | -10.5% | 1,781 | -16.1% | 0.10% | +2.0% |
| Q3 2017 | $304,000 | +7.4% | 2,123 | +2.6% | 0.10% | +59.7% |
| Q2 2017 | $283,000 | +14050.0% | 2,069 | +11394.4% | 0.06% | +6100.0% |
| Q3 2016 | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,000 | -99.8% | 18 | -99.9% | 0.00% | -98.6% |
| Q3 2011 | $809,000 | – | 13,978 | – | 0.07% | – |
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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% |