ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,087,741 | -1.9% | 15,898 | +1.0% | 0.07% | -2.7% |
| Q2 2023 | $1,109,214 | -2.6% | 15,738 | -11.7% | 0.08% | -8.5% |
| Q1 2023 | $1,138,356 | +20.4% | 17,817 | +10.3% | 0.08% | +13.9% |
| Q4 2022 | $945,243 | -2.5% | 16,158 | -3.6% | 0.07% | -5.3% |
| Q3 2022 | $969,000 | -6.0% | 16,758 | -1.9% | 0.08% | +1.3% |
| Q2 2022 | $1,031,000 | -35.9% | 17,078 | -18.9% | 0.08% | -27.2% |
| Q1 2022 | $1,609,000 | -16.5% | 21,066 | -8.5% | 0.10% | -18.3% |
| Q4 2021 | $1,926,000 | +13.2% | 23,024 | 0.0% | 0.13% | -1.6% |
| Q3 2021 | $1,702,000 | +1.6% | 23,024 | 0.0% | 0.13% | +5.8% |
| Q2 2021 | $1,675,000 | -7.1% | 23,024 | -16.9% | 0.12% | -13.6% |
| Q1 2021 | $1,803,000 | -12.5% | 27,696 | -14.2% | 0.14% | -20.5% |
| Q4 2020 | $2,061,000 | +60.3% | 32,292 | +480.4% | 0.18% | +43.1% |
| Q3 2020 | $1,286,000 | +3.6% | 5,564 | -6.9% | 0.12% | -9.6% |
| Q2 2020 | $1,241,000 | +1.5% | 5,979 | -19.3% | 0.14% | -7.5% |
| Q1 2020 | $1,223,000 | -12.2% | 7,412 | +3.1% | 0.15% | +2.8% |
| Q4 2019 | $1,393,000 | -4.8% | 7,192 | -11.6% | 0.14% | -16.4% |
| Q3 2019 | $1,464,000 | +5.6% | 8,132 | +5.1% | 0.17% | +6.2% |
| Q2 2019 | $1,387,000 | -12.1% | 7,737 | -15.5% | 0.16% | -15.7% |
| Q1 2019 | $1,578,000 | +17.7% | 9,158 | +2.9% | 0.19% | -5.0% |
| Q4 2018 | $1,341,000 | +9.6% | 8,899 | +20.8% | 0.20% | +41.5% |
| Q3 2018 | $1,223,000 | +6.3% | 7,368 | +4.1% | 0.14% | -4.1% |
| Q2 2018 | $1,151,000 | +45.0% | 7,079 | +38.2% | 0.15% | +42.3% |
| Q1 2018 | $794,000 | +17.5% | 5,121 | +15.7% | 0.10% | +18.2% |
| Q4 2017 | $676,000 | -11.7% | 4,425 | -17.2% | 0.09% | -23.5% |
| Q3 2017 | $766,000 | +44.3% | 5,344 | +37.6% | 0.12% | +26.4% |
| Q2 2017 | $531,000 | +14.4% | 3,883 | +10.1% | 0.09% | -4.2% |
| Q1 2017 | $464,000 | – | 3,526 | – | 0.10% | – |
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% |