ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,876,030 | -2.7% | 85,882 | +0.2% | 0.28% | +2.9% |
| Q2 2023 | $6,040,401 | +9.6% | 85,704 | -0.6% | 0.28% | -2.8% |
| Q1 2023 | $5,509,200 | +9.2% | 86,229 | -0.0% | 0.28% | +5.2% |
| Q4 2022 | $5,045,099 | +358.2% | 86,241 | +353.2% | 0.27% | +304.5% |
| Q3 2022 | $1,101,000 | +18.9% | 19,028 | +24.0% | 0.07% | +28.8% |
| Q2 2022 | $926,000 | +153.7% | 15,348 | +221.2% | 0.05% | +188.9% |
| Q1 2022 | $365,000 | +8.6% | 4,779 | +18.9% | 0.02% | +12.5% |
| Q4 2021 | $336,000 | +19.1% | 4,018 | +3.5% | 0.02% | +6.7% |
| Q2 2021 | $282,000 | +11.5% | 3,884 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $253,000 | -2.7% | 3,879 | -4.9% | 0.02% | -16.7% |
| Q4 2020 | $260,000 | +7.0% | 4,081 | +288.3% | 0.02% | +38.5% |
| Q3 2020 | $243,000 | -9.3% | 1,051 | -18.5% | 0.01% | -43.5% |
| Q2 2020 | $268,000 | +20.2% | 1,290 | -4.3% | 0.02% | -42.5% |
| Q1 2020 | $223,000 | – | 1,348 | – | 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% |