ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $702,712 | -2.9% | 10,269 | 0.0% | 0.06% | -3.1% |
Q2 2023 | $723,760 | +10.3% | 10,269 | 0.0% | 0.06% | +6.6% |
Q1 2023 | $656,087 | +9.2% | 10,269 | 0.0% | 0.06% | 0.0% |
Q4 2022 | $600,736 | +13.1% | 10,269 | +12.0% | 0.06% | +3.4% |
Q3 2022 | $531,000 | -4.0% | 9,171 | 0.0% | 0.06% | +1.7% |
Q2 2022 | $553,000 | -71.6% | 9,171 | -64.0% | 0.06% | -68.3% |
Q1 2022 | $1,944,000 | -2.5% | 25,450 | -5.7% | 0.18% | -9.4% |
Q3 2021 | $1,994,000 | +5147.4% | 26,980 | +5118.6% | 0.20% | +4950.0% |
Q2 2021 | $38,000 | +11.8% | 517 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $34,000 | +3.0% | 517 | -1.3% | 0.00% | 0.0% |
Q4 2020 | $33,000 | +10.0% | 524 | +300.0% | 0.00% | 0.0% |
Q3 2020 | $30,000 | +7.1% | 131 | -4.4% | 0.00% | 0.0% |
Q2 2020 | $28,000 | -17.6% | 137 | -34.4% | 0.00% | -33.3% |
Q1 2020 | $34,000 | -15.0% | 209 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $40,000 | +5.3% | 209 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $38,000 | +2.7% | 209 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $37,000 | +2.8% | 209 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $36,000 | +16.1% | 209 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $31,000 | -16.2% | 209 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $37,000 | +8.8% | 209 | 0.0% | 0.01% | -14.3% |
Q2 2018 | $34,000 | +6.2% | 209 | 0.0% | 0.01% | +16.7% |
Q1 2018 | $32,000 | -8.6% | 209 | -7.9% | 0.01% | 0.0% |
Q4 2017 | $35,000 | -12.5% | 227 | -18.1% | 0.01% | -25.0% |
Q3 2017 | $40,000 | +29.0% | 277 | +22.0% | 0.01% | +33.3% |
Q2 2017 | $31,000 | -8.8% | 227 | -11.7% | 0.01% | -14.3% |
Q1 2017 | $34,000 | +9.7% | 257 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $31,000 | +520.0% | 257 | +542.5% | 0.01% | +600.0% |
Q3 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $5,000 | +66.7% | 40 | +29.0% | 0.00% | 0.0% |
Q3 2015 | $3,000 | -25.0% | 31 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $4,000 | +33.3% | 31 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $3,000 | 0.0% | 31 | +3.3% | 0.00% | 0.0% |
Q2 2014 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | -50.0% |
Q3 2013 | $3,000 | – | 30 | – | 0.00% | – |
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% |